📌 Key Takeaways
The MSCI Metals & Mining Index has surged nearly 90% since early 2025, outperforming tech and financial sectors amid rising metals demand.
AI...
📌 Key Takeaways
The US plans to introduce coordinated price floors for critical minerals as part of a new trade bloc strategy.
Reference prices would act...
📌 Key Takeaways
BloombergNEF projects $2.9 trillion per year in energy transition investment over 2026–2030, up ~25% from 2025.
Global energy transition investment hit a record...
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Chinese lending across Africa has fallen to its lowest level in nearly two decades, tightening capital for mining and infrastructure projects.
Beijing’s retreat...
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Over 60% of global critical mineral demand is met through international trade, creating structural interdependence between producers and consumers
Clean energy demand pushes...
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The White House is planning more “historic deals” with US mining companies to secure critical mineral supply chains for defense and high-tech...
📌 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...
📌 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...
