📌 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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The U.S. and Australia have lined up more than A$5 billion (US$3.5 billion) for critical minerals projects, spanning rare earths, nickel, graphite,...
📌 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...
📌 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...
📌 Key Takeaways
Over 60% of global critical mineral demand is met through international trade, creating structural interdependence between producers and consumers
Clean energy demand pushes...
📌 Key Takeaways
The White House is planning more “historic deals” with US mining companies to secure critical mineral supply chains for defense and high-tech...
📌 Key Takeaways
The U.S. canceled a $500 million Pentagon-backed cobalt tender due to lack of supply and bidding gaps, exposing structural Western dependence on...
President Trump has signed an Executive Order permitting construction of the 211-mile Ambler industrial access road, linking Alaska’s Dalton Highway to the mineral-rich Ambler...
