US launches $1.8 billion fund with ADQ and Orion to secure critical minerals

View: Source Washington forms new consortium with ADQ and Orion to secure key mineral supply chains. Dubai: The US has launched a new $1.8 billion investment fund with Orion Resource Partners and Abu Dhabi’s sovereign wealth fund ADQ to strengthen access to critical minerals. The initiative, led by the US International Development Finance Corporation (DFC), marks one of the most significant steps yet …

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How to invest in undervalued gold miners

View: Source The surge in gold and other precious metals has transformed the economics of the companies that mine them. Investors should cash in, says Rupert Hargreaves. Gold has risen more than 60% this year to over $4,300 per ounce. In doing so, it has transformed the outlook for the gold-mining industry after years plagued by post-pandemic supply chain snarl-ups, a lack of labour …

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Xi May Have Miscalculated on Rare Earths

View: Source China’s complex new rules take on the entire world at once—and give Trump an opportunity. The current trade confrontation between the United States and China may look like a repeat of the episode from earlier this year: Washington has rolled out sky-high tariffs, while China has clamped down on the supply of rare earths. Many observers, reportedly including Chinese President Xi …

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The strategic importance of critical raw materials for Europe’s industry

View: Source This Policy Position was first published on 20 May 2024 on The Innovation Platform in an amended version European Commission President Ursula von der Leyen assumed office in 2019 with the European Green Deal as her flagship policy, setting out the path for the EU’s clean energy transition. Within it, she stressed the strategic importance of achieving resilient and diversified supply chains for …

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Gold Rebounds After Strong Pullback – Silver, Platinum Forecasts

View: Source Key Points: Gold climbed back above the $4100 level. Silver attempts to settle above $49.00 as trades bet on a rebound. Platinum tested the $1600 level. Gold Gold is moving higher as traders increase their long positions after the strong pullback. A move above the resistance at $4170 – $4180 will push gold towards the next resistance level at $4370 …

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Korea must join global rare earth alliance before it’s too late

View: Source Securing supply chains a matter of survival, not choice The global race for resource security is accelerating. As strategic minerals become the lifeblood of advanced industries — from semiconductors and electric vehicles to batteries and defense technologies — nations are scrambling to secure stable, diversified supply chains. In this new era of resource weaponization, where raw materials are used …

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World Bank Partners With Private Equity In Global Critical Minerals Race

View: Source Private equity investors are boosting their participation in the global race for critical minerals. As these commodities take the central stage in international trade negotiations, fresh ten-figure deals are taking place. Appian Capital Advisory announced a $1 billion critical minerals deal with the World Bank’s International Finance Corporation (IFC). IFC, the World Bank’s private-sector arm, will anchor the fund with an initial $100 million investment, …

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Brazilian rare earth investments to rise 49% by 2029

View: Source The Brazilian mineral sector plans to invest $68.4 billion in projects from 2025 to 2029. While the largest absolute investment is expected in iron ore ($19.597 billion), the highest percentage growth is projected for rare earths, with a 49 percent increase compared to 2024–2028, according to information released Tuesday (Oct. 21) by the Brazilian Mining Institute (IBRAM). “What drives …

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US Pushes Argentina To Curb China Ties Amid Bailout, Eyes Critical Minerals

View: Source In a bid to reduce China’s influence in Argentina, the Trump administration is reportedly pushing officials in Buenos Aires to restrict Beijing’s access to the country’s resources. US Looks To Limit China’s Critical Minerals Access Treasury Secretary Scott Bessent has been in talks with Argentina’s economic minister, Luis Caputo, about limiting China’s access to Argentina’s resources, including critical minerals, according to a report by The Wall …

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US and Australia sign $8.5 billion critical‑minerals deal to counter China’s dominance

View: Source In this post: Trump and Albanese signed an $8.5 billion critical‑minerals deal at the White House to reduce dependence on China. Australia’s mining stocks surged after the announcement, with companies like Lynas, Iluka, and Pilbara Minerals gaining sharply. Alcoa’s gallium project in Western Australia will receive U.S. equity funding, making it one of two top‑priority projects. President Donald Trump and …

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