Copper

US critical minerals price floors: Washington moves toward market intervention

📌 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...

Energy Transition Investment Heads for $3 Trillion a Year But Minerals are the Constraint

📌 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...

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...

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...

BHP Abandons Second Anglo American Bid

📌 Key Takeaways BHP Group has formally walked away from its renewed takeover approach for rival Anglo American following preliminary discussions The pursuit, which centered on...

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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...

Fusion Investment Tops $1.6bn in 2026 as $73bn Supply Chain Race Builds

At least $1.6 billion of disclosed fusion investment, financing and public-market transactions has been announced in 2026, as investors,...

Copper Hits Record High as Supply Squeeze Meets AI Demand

Copper has hit another record high, with U.S. futures settling at $6.6495/lb, up 38% from a year ago. And...

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US coal gets a war boost — but costs are choking the upside

Seaborne thermal coal prices jumped more than 25% in...