Tag:USA

Oil to Remain Vital for Decades Despite Energy Transition, As IEA Shifts Outlook

📌 Key Takeaways The IEA now projects oil demand to keep rising into the 2030s, hitting 113 million barrels per day (mb/d) by 2050 under...

Nuclear Power Will Dominate Dept of Energy Loan Funding

📌 Key Takeaways The Loan Programs Office (LPO) at the Department of Energy will channel its largest-ever financing allocation into nuclear power plants.  A recent landmark...

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. Cancels $500 Million Cobalt Tender — Strategic Failure in $1 Billion Stockpile Race

📌 Key Takeaways The U.S. canceled a $500 million Pentagon-backed cobalt tender due to lack of supply and bidding gaps, exposing structural Western dependence on...

Global Mining Giants Hit $2 Trillion Valuation

📌 Key Takeaways The top 50 global mining companies now hold a combined market value of $1.96 trillion, a new record high driven by copper,...

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,...

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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 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 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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