📌 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...
📌 Key Takeaways
Nickel rose as much as 1.8% to $19,350/t, the highest intraday level since June 2024.
Indonesia produced an estimated 2.6 million tonnes...
📌 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...
📌 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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The US plans to introduce coordinated price floors for critical minerals as part of a new trade bloc strategy.
Reference prices would act...
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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...
📌 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...
📌 Key Takeaways
Nickel prices hit a nine-month high as Indonesia signals material supply cuts and delays mine approvals.
Indonesia controls ~50% of global nickel supply,...
