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Japan to restart world’s largest nuclear plant — and uranium markets are watching

📌 Key Takeaways Japan’s largest nuclear plant is moving toward restart after regulators cleared final safety hurdles, a decade after Fukushima. Kashiwazaki-Kariwa alone could supply 7%...
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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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Antimony

More Than 60% of Critical Minerals Flow Across Borders

📌 Key Takeaways Over 60% of global critical mineral demand...
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Rare Earths

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

📌 Key Takeaways Australia and the U.S. are negotiating a...
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Cobalt

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...
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