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

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...

Food Inflation Is Back. This Time the Shock Starts Before the Harvest.

US grocery prices rose 0.7% in April, the sharpest monthly increase in nearly four years, while food-at-home prices were...

Copper Tops $14,000 as Supply Squeeze Pushes Market Toward Record High

Copper has hit prices $14,000 a tonne. The metal rallied for an eighth straight session on Wednesday, touching $14,196.50/t on...

Must read

Copper Hits Record High as Supply Squeeze Meets AI Demand

Copper has hit another record high, with U.S. futures...

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US critical minerals partnerships accelerating into Industrial Policy

📌 Key takeaways The U.S. and Australia have lined up...

China Rare Earth Exports Reach Highest since January, rising 69% in July

China’s rare earth exports—including magnets—increased 69% to 6,422 tons,...