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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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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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Food
May 29, 2026
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
May 13, 2026
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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