Cobalt

China Pulls Back Loans to Africa — Tightening Capital for Mining

📌 Key Takeaways Chinese lending across Africa has fallen to its lowest level in nearly two decades, tightening capital for mining and infrastructure projects. Beijing’s retreat...

Australia Fast-Tracks Critical Mineral Stockpiles as Supply Risks Rise

📌 Key Takeaways Australia will fast-track a A$1.2 billion critical minerals stockpile, targeting rare earths, antimony and gallium. The reserve is designed to secure supply for...

More Than 60% of Critical Minerals Flow Across Borders

📌 Key Takeaways Over 60% of global critical mineral demand is met through international trade, creating structural interdependence between producers and consumers  Clean energy demand pushes...

US Mining Enters Breakout Phase with More Incoming Historic Government-Backed Deals

📌 Key Takeaways The White House is planning more “historic deals” with US mining companies to secure critical mineral supply chains for defense and high-tech...

US Moves to Take Equity Stakes in More Critical Mineral Companies

📌 Key Takeaways The US government is preparing to acquire equity stakes in additional critical-minerals firms.  This move builds on recent fiscal support and funding rounds...

The Genesis Mission: US Launches AI Platform to Prioritize Nuclear, Critical Mineral and Quantum Research

📌 Key Takeaways President Donald J. Trump signed an Executive Order on November 24, 2025, launching the Genesis Mission, a national AI-driven science initiative The mission...

Canada Launches C$2 Billion Critical Minerals Sovereign Fund

📌 Key Takeaways Canada is establishing a C$2 billion (≈ US$1.4 billion) “Critical Minerals Sovereign Fund” over five years, aimed at equity stakes, loan guarantees...

U.S. Cancels $500 Million Cobalt Tender — Strategic Failure in $1 Billion Stockpile Race

📌 Key Takeaways The U.S. canceled a $500 million Pentagon-backed cobalt tender due to lack of supply and bidding gaps, exposing structural Western dependence on...

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Diesel Squeeze Raises Stakes for Australian Mining

US diesel prices have hit a record US$6.51 a gallon, lawmakers are proposing export restrictions, and Australia has reported...

Copper Backwardation Tops US$500 as LME Supply Tightens

Copper advanced toward a record as competition for immediately available metal pushed a key London spread to its most...

Zinc Prices Rise as China Smelter Cuts Deepen Supply Squeeze

Zinc prices are being driven higher by a supply squeeze that has flipped the market from expected surplus to...

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Trump Admin Targets Equity Stakes in U.S. Critical Mineral Firms

📌 Key Takeaways U.S. government already owns 15% of MP...

BHP Abandons Second Anglo American Bid

📌 Key Takeaways BHP Group has formally walked away from...

Copper’s Tariff Whiplash, Surging Stockpiles, and the Battle for Global Supply

After a record-breaking first half—fueled by tariff threats, supply...