Geopolitics

Strait of Hormuz Closure Hits Energy and Mineral Markets

📌 Key Takeaways Around 20% of global oil and petroleum product consumption and about 20% of global LNG trade moved through the Strait of Hormuz...

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...

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...

China Tightens Control Over Rare Earth Exports And Directly Targets U.S. Shipping

China’s Ministry of Commerce enacted Announcement No. 18, adding nine medium and heavy rare earth elements and their compounds to a controlled export list,...

World’s third biggest metal miner warns of “unprecedented” competition for critical minerals

China’s Zijin Mining Group, the world’s third-largest metals miner by market value has sounded an alarm: geopolitical confrontation and resource nationalism are creating new...

Germany, Canada Fast-Track Critical Minerals Pact as Global Supply Chains Face New Risks

Canada and Germany have signed a declaration of intent to strengthen cooperation on critical minerals, with a focus on midstream technologies, including mineral processing,...

Latest news

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

📌 Key Takeaways The White House is planning more “historic...

Gold Price Smashes $3,500 to Shatter All-Time High Amid Global Volatility

Gold has shattered records, surging past $3,500 per ounce...

US Oil Exports Surge on Iran War Demand, But America Not A Limitless Swing Supplier

📌 Key Takeaways U.S. crude exports jumped to 5.2 million...