Critical minerals geopolitics in 2026: risks, supply chains and global power shifts

In 2026, competition over critical minerals continues reshaping geopolitical risk, industrial policy and national security. From US project finance and EU strategic autonomy to China’s 15th Five-Year Plan, four dynamics will define the global race for mineral supply chains. Critical minerals that underpin economic and national security remain at the top of the geoeconomic agenda, with global competition for these …

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Hard Facts About Greenland’s Resources Of Oil And Rare Earths

Oil And Gas: Q1. Is there oil and gas in Greenland? Yes. The best potential for oil and gas is offshore of eastern Greenland. However, in the Southwest basin, 25 wells have been drilled, all dry holes. Several oil majors have held exploration leases, but have since exited Greenland. These include Shell, Eni, Equinor and ExxonMobil. Q2. How much oil and gas …

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China Opens Lithium Market to Overseas Investors

China will open up futures markets for 14 commodities, including lithium carbonate and nickel, to foreign investors, Bloomberg reported today, citing a statement by the China Securities Regulatory Commission. The move comes a few days after reports emerged that Beijing plans to launch liquefied natural gas futures priced in yuan. The Shanghai Futures Exchange has sought for years to launch yuan-denominated futures …

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Africa’s Critical Minerals Are a Huge Economic Opportunity – G20 Framework Sets Out Ways to Seize It

As the world shifts to clean energy, minerals such as lithium, cobalt and manganese have become as important as oil once was. Africa holds large reserves of these critical minerals. Yet they are mostly exported as raw materials, returning as expensive green technologies made in factories overseas. South Africa’s G20 presidency set up a new critical minerals framework that aims to help Africa’s …

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Gold hits records as global risks rise

Gold prices pushed to another record this week before paring some gains, supported by heightened geopolitical tensions and continued demand for safe-haven assets. The metal has risen roughly seven per cent over the past week, extending a powerful rally that has lifted both bullion and gold-related stocks. BNN Bloomberg spoke with Matt Kacur, president of FSA Valuation Service, about whether …

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Silver’s $100 Moment Ignites Fresh Momentum In ETF Plays

Silver ETFs are gaining fresh attention in early 2026. Not only because silver price flew to $100 for the first time in history on Friday morning, but also because investors are looking for assets that can buffer volatility while maintaining exposure to long-term growth themes tied to technology and clean energy. Physically backed silver ETFs and miner-focused funds have delivered some of the …

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Copper tops $13,000 as Trump’s jabs at Fed, allies boost metals

Copper rallied above $13,000 a ton, part of a broad-based surge in metal markets that’s being aided by a weaker dollar as investors rotate away from currencies and sovereign bonds. The industrial metal advanced as much as 3.4% to $13,187.50 a ton on the London Metal Exchange, nearing all-time highs struck earlier this month, while nickel jumped nearly 5% and …

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Oil vs. rare earths: Which will shape the global economy’s future?

Oil shaped the last century, but rare earths may shape the next. As economies electrify and AI expands, control over critical materials is becoming a new source of global power. For much of the past century, oil has been the backbone of the global economy. It fuelled factories, transport, and trade, and helped determine which countries grew rich and which …

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Trump reveals NATO-linked framework on Greenland minerals

President Donald Trump said on Wednesday that he has reached a framework for a deal with NATO regarding the future of Greenland, which would include access to rare-earth mineral rights, Azernews reports via CNBC. Speaking to CNBC after making the initial announcement on Truth Social, Trump said both NATO and the United States would be involved. “They’re going to be involved in …

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