Ontario Launches $500M Fund Targeting Critical Mineral Processing Buildout

View: Source Ontario is putting $500M behind processing capacity, pairing it with $3.1B in Indigenous-focused financing tools to pull more value-added critical minerals work into the province. Ontario has launched a $500 million Critical Minerals Processing Fund to expand domestic processing capacity and strengthen the province’s end-to-end critical minerals supply chain. The CMPF, announced in the 2025 Budget, will support projects …

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Silver overtakes Google to become the 4th-largest asset by market cap

View: Source Increased investor demand and shifting economic trends have propelled silver past major tech players in overall global valuation. Key Takeaways Silver has overtaken Alphabet to become the fourth-largest asset in terms of market capitalization. Tightening inventories and strong demand from renewable energy, electric vehicles, and data centers are driving the rally. Silver has overtaken Alphabet, Google’s parent company, to …

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Indonesia may slash nickel output to steady prices

Nickel smelter in Sorowako, Indonesia. Credit: Marcelo Coelho, courtesy of Vale View: Source Indonesia, the world’s top nickel producer, might reduce production by one-third in 2026 to keep prices from declining further. In its 2026 Work Plan and Budget, the Indonesian government is proposing a 34% reduction in production from this year’s total to 250 million tonnes next year, the Shanghai …

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Copper Prices Surge Toward $12,000 on AI Demand and Supply Chaos

View: Source Copper prices hit record highs, fueled by a “perfect storm” of supply disruptions, high demand from AI data centers and the energy transition, and a market distortion caused by U.S. trade policy fears. Major financial institutions are aggressively revising their forecasts, with Citi predicting copper could reach $15,000 per ton by the second quarter of next year due to …

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Silver Is at an All-Time High. This ETF Lets Investors Capture the Momentum

View: Source This silver ETF has climbed over 110% in 2025 but could go much higher. Silver keeps climbing. The price of the precious metal has surged in recent weeks, hitting an all-time high of $64.66 per ounce on Dec. 12, 2025. Silver has now logged nearly 113% gains in 2025, as of this writing. It’s a prime opportunity for investors …

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Turkey considers new authority to oversee critical minerals, rare earths

View: Source Turkey is considering the creation of a new critical minerals authority to assess and manage its rare earth and strategic mineral resources as global competition over supply chains intensifies, a senior mining sector representative told the state-run Anadolu news agency. İbrahim Halil Kırşan, chair of the Turkish Union of Chambers and Commodity Exchanges (TOBB) Mining Council, said the prospective …

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BofA doubles down on gold, calling the pullback a pause on the road to $5,000

View: Source Gold has spent weeks consolidating in the $4,200 to $4,300 range, but Bank of America views it as more of a breather than a ceiling. Clearly, gold’s 2025 run has been insane. The shiny yellow metal started the year near $2,630/oz, and is currently trading at $4,282/oz, leaving it up roughly 63% year-to-date, its best performance since the late 1970s. That …

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Brazil’s Minas Gerais state outlines strategy for rare earth projects

View: Source The state government of Minas Gerais is mapping out strategies to increase the attractiveness of rare earth projects amid growing interest in the segment. Brazil holds the second-largest volume of rare earth reserves in the world, behind only China. A large part of these reserves is in Minas Gerais, more precisely in the city of Poços de Caldas, in the southwest of the state, …

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EU’s critical minerals strategy: €3 billion boost amid industry risks

View: Source On Wednesday December 3, the EU unveiled its ReSourceEU Action Plan, providing new guidance on critical raw materials supply, with a renewed emphasis on defense and $3.5 billion in funding for the coming year. Key takeaways: EU launches €3 billion plan to boost critical minerals sector and address supply chain risks. Stockpiling and public-private partnerships are central to the …

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