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Malaysia
Rare Earths
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...
The Critical Edge
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October 30, 2025
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Zinc
July 1, 2026
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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Fusion
June 15, 2026
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
June 4, 2026
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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