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Scott Bessent
Rare Earths
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,...
The Critical Edge
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October 27, 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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