Rare Earths

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...

DOE Launches $355 Million Program to Expand US Critical Minerals Supply Chain

📌 Key Takeaways The U.S. Department of Energy (DOE) announces $355 million in funding to expand domestic production of critical minerals and materials.  The funds are...

Trump’s Rare Earth Deals: The Full Second-Term List — So Far

📌 Key Takeaways China controls ~85% of rare earth processing U.S. strategy: diversify supply and weapon-proof magnets essential for EVs and defense Trump’s second term = equity...

Beijing Signals Pause on Rare Earth Export Restrictions After US Talks

📌 Key Takeaways U.S. officials now expect People’s Republic of China to delay planned export controls on rare earths after two-day talks in Kuala Lumpur,...

Global Mining Giants Hit $2 Trillion Valuation

📌 Key Takeaways The top 50 global mining companies now hold a combined market value of $1.96 trillion, a new record high driven by copper,...

U.S.–Australia $777 Million Rare Earth Fund Targets China Supply Risk

📌 Key Takeaways Australia and the U.S. are negotiating a US$777 million rare earth financing deal China controls 70% of rare earth mining and 90%...

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,...

US eyes equity stakes in Australian critical minerals firms

📌 Key Takeaways The U.S. government has offered to buy direct equity stakes in Australian critical minerals firms, as part of a strategic push to...

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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 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 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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U.S. Cancels $500 Million Cobalt Tender — Strategic Failure in $1 Billion Stockpile Race

📌 Key Takeaways The U.S. canceled a $500 million Pentagon-backed...

EU Gas Storage Running Low as Hormuz Squeezes LNG

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