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Investment

Cobalt

Big Funds Pour Billions Into Mining Supercycle Bet

📌 Key Takeaways Mining ETF assets more than doubled to $87.4 billion by March 2026, according to Reuters. Investors put $8.24 billion into mining in Q1...
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Cobalt

Strait of Hormuz Closure Drives US Critical Minerals Reshoring

📌 Key Takeaways The Strait of Hormuz handled about 20 million barrels per day in 2024, equal to roughly 20% of global petroleum liquids consumption,...
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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...
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Antimony

Mining Stocks Lead Global Markets as MSCI Metals Index Rallies Nearly 90%, Beating Tech and Banks

📌 Key Takeaways The MSCI Metals & Mining Index has surged nearly 90% since early 2025, outperforming tech and financial sectors amid rising metals demand.  AI...
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Cobalt

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...
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Latest news

Zinc

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

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

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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Cobalt

Canada Launches C$2 Billion Critical Minerals Sovereign Fund

📌 Key Takeaways Canada is establishing a C$2 billion (≈...
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Tin

Tin Deficit Tightens — and 2026 Could See Price Volatility

📌 Key takeaways A new report from Fitch Solutions BMI...
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