Tag:Export Restrictions

US critical minerals price floors: Washington moves toward market intervention

📌 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...

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,...

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,...

World’s third biggest metal miner warns of “unprecedented” competition for critical minerals

China’s Zijin Mining Group, the world’s third-largest metals miner by market value has sounded an alarm: geopolitical confrontation and resource nationalism are creating new...

Copper’s Tariff Whiplash, Surging Stockpiles, and the Battle for Global Supply

After a record-breaking first half—fueled by tariff threats, supply shortfalls, and a global demand boom—the market is now whipsawed by a rapid surge in...

Rare Earths: Trump Administration Doubles Down on Critical Mineral Price Floors

The Trump administration’s wants to expand price support mechanisms for U.S. rare earths projects, according to new Reuters report. It's a calculated response to a...

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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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Food Inflation Is Back. This Time the Shock Starts Before the Harvest.

US grocery prices rose 0.7% in April, the sharpest monthly increase in nearly four years, while food-at-home prices were...

Copper Tops $14,000 as Supply Squeeze Pushes Market Toward Record High

Copper has hit prices $14,000 a tonne. The metal rallied for an eighth straight session on Wednesday, touching $14,196.50/t on...

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