US Government Equity and Equity-Linked Investments in Critical Minerals
Federal equity and equity-linked instruments have become embedded in the sector’s financing architecture, with direct consequences for M&A structuring, capital formation, liability management, governance and exit planning. The US government’s role in critical minerals has shifted materially. Executive actions, agency designations, and sustained public emphasis have framed critical minerals as essential to national security, defense readiness, grid resilience, job creation …
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LME at record high on aluminum ‘black hole’ fear
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Kay
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April 17, 2026
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April, Base Metals, Metals, News
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Industrial metals have jumped to a record high on the London Metal Exchange (LME), driven gains in aluminum after the Middle East war disrupted supplies, as well as a recent revival in copper. The LME Index, which tracks six major metals, has rallied by almost 12% over the past four weeks and was at an all-time peak on the close of April …
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Indonesia supply growth underpins nickel price, but Middle East conflict driving volatility – BMI
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Kay
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April 17, 2026
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April, Base Metals, Metals, News
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0 Comments
Research firm BMI – a Fitch Solutions Company – is revising its 2026 nickel price forecast to $16 600/t from $15 800/t previously, following an earlier upward out-of-cycle revision this year, reflecting a structurally firmer price environment despite expectations for prices to continue to moderate. In its latest ‘Outlook for nickel prices’ report, BMI explains that nickel prices traded at elevated levels in January, …
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