Tag:Critical Minerals

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...

More Than 60% of Critical Minerals Flow Across Borders

📌 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...

US Mining Enters Breakout Phase with More Incoming Historic Government-Backed Deals

📌 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...

US Military to Roll Out “Mini-Refineries” to reduce Chinese Grip on Critical Minerals

📌 Key Takeaways Perpetua and INL will deploy a modular pilot plant to produce military-grade antimony trisulfide from ore at Perpetua’s Stibnite Gold Project in...

US Moves to Take Equity Stakes in More Critical Mineral Companies

📌 Key Takeaways The US government is preparing to acquire equity stakes in additional critical-minerals firms.  This move builds on recent fiscal support and funding rounds...

Tin Deficit Tightens — and 2026 Could See Price Volatility

📌 Key takeaways A new report from Fitch Solutions BMI forecasts a supply-driven deficit in refined tin markets, raising its 2026 tin price forecast to...

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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...
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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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