Lithium

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...

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,...

US critical minerals price floor system takes shape

📌 Key Takeaways US agencies say they’ve built a “sophisticated” critical minerals price floor system and are pitching it to allies to unlock private investment. The...

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...

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...

Lion Rock Resources — Volney Assays Expected Soon

📌  Volney drill program assays expected soon Lion Rock drilled 15 holes in its inaugural drill program at the Volney high-grade gold-lithium-tin project in the...

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...

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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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EU Gas Storage Running Low as Hormuz Squeezes LNG

📌 Key Takeaways EU gas storage was 28.9% full on...