Copper-Aluminum Divergence Unveils The Complex War Impact

Four weeks in, the ongoing conflict in the Middle East has evolved into one of the most severe recent energy shocks, according to the International Energy Agency, the International Monetary Fund, and the World Bank. Beyond the humanitarian toll, the conflict is disrupting global trade flows, driving volatility in oil and commodity markets, and amplifying inflation risks. In response, these institutions have formed a coordinated …

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Australia passes law to trade, stock fuel alongside rare earths

Australia’s parliament has passed legislation empowering the country’s export credit agency to physically buy, stockpile and sell fuels alongside critical minerals including rare earths, as the country suffers energy shortages triggered by the Middle East conflict. Prime Minister Anthony Albanese’s administration had announced its intention to establish the critical minerals reserve in January. However, as global energy markets were upended owing to the US-Israel war against Iran, …

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Japan, France to cooperate on critical minerals, nuclear power

Japan and France on Wednesday agreed to advance cooperation on critical minerals supply as well as nuclear power, Kyodo News reported. At a meeting in Tokyo, Japanese Prime Minister Sanae Takaichi and French President Emmanuel Macron expressed “serious concerns” about restrictions on critical mineral exports. China, which reportedly mines about 70% of the world’s supply and refines around 90%, tightened …

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