Ukraine holds Europe’s largest reserves of three EU-critical minerals

Ukraine holds deposits of 25 of the EU’s 34 critical raw materials, with the largest reserves of graphite, titanium and manganese in Europe, according to a study by Green Deal Ukraine on the country’s potential in the energy transition on March 24. “Natural graphite production in Ukraine fell by 88% between 2021 and 2024 due to temporary shutdowns of the only operating …

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China’s $120 Billion Rare Earth Metals Bet Raises Supply Risks, Study

China’s push into the overseas market is rapidly reshaping the global supply chain for critical minerals. The country’s grip on raw materials and the energy transition is tightening, raising concerns about Western competitiveness. A report by Climate Energy Finance (CEF) shows that since 2023, Chinese firms have deployed more than $120 billion across lithium, copper, nickel, rare earths, and bauxite projects worldwide. The …

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Gold Is Getting Liquidated in a Market That Is Misreading the Endgame

Takeaways by Axi Select Gold weakness reflects liquidation, rising real yields, and delayed physical demand, not a breakdown in the long term macro case The Fed put is likely closer to a 15 percent equity drawdown as markets play a larger role in the economic feedback loop than in past cycles Any resolution to recession risk ultimately leads to easier policy …

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Silver Just Got Cheaper. The Case Just Got Stronger.

The dot plot delivered the bearish scenario on March 18. Silver fell. And the structural forces underneath the market didn’t move by a single ounce. On March 18, the Federal Reserve held rates at 3.50–3.75% and released a dot plot signaling only one rate cut for the remainder of 2026. Silver, which had been trading around $80–82 when I published Issue …

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UK highlights importance of cooperation with Mongolia on critical minerals

Head of Critical Minerals and Mining (International) at the UK Department for Business and Trade (DBT) Oliver Richards presented a report on the future of global critical minerals supply and strategic cooperation with Mongolia, according to MiddleAsianNews. He noted that global critical minerals supply chains are currently highly concentrated, while demand is expected to increase significantly in the coming years due …

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$3 Trillion Sell-Off In Gold And Silver Signals A Retracement Ahead Of Next Bull Run

On March 19, 2026, Gold and silver erased over $3 trillion in market value. Whenever this happens, the first instinct is to panic. While that is valid, it’s important to ask the most important question: “Why?” Beyond the headlines, this moment signals something deeper that every investor must pay attention to. How A Bullish Run Turned Into A Sudden Breakdown To …

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How Kazakhstan Is Seeking to Attract Global Capital to Critical Mineral Extraction

In March 2026, Kazakhstan moved into the spotlight of the global mining industry. Against the backdrop of an accelerating energy transition and a growing shortage of critical minerals, the government has launched a large-scale geological exploration program. Its strategic objective is to position the country as a key supplier of copper and rare earth elements (REEs) to global markets. For …

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‘Critical minerals corridor’ seen linking mines, markets

Canadian property developer BMI Group says the clutch of industrial buildings it’s amassed in Ontario and Quebec could help strengthen Canada’s role in the battery supply chain by linking mines with processing hubs and customers. Dubbed the “Critical Minerals Corridor,” BMI’s asset portfolio includes five former industrial sites such as pulp and paper mills that have been repurposed into “deployment-ready” hubs with …

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WGC unpacks gold, silver market differences as investors seek crisis diversification

During times of global uncertainty and geopolitical uncertainty, commodities such as gold and silver tend to benefit from increased demand; however, the World Gold Council (WGC) says the demand drivers for the two precious metals are distinct and behave quite differently during periods of market stress. Gold has historically acted as the more defensive, lower-volatility diversifier, while silver tends to behave as a hybrid …

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US and Chile sign joint declaration on critical minerals and rare earth elements: Top points

On March 12, 2026, following the inauguration of President José Antonio Kast in Chile, the United States and Chile signed a joint declaration titled “Joint Declaration for the Establishment of Consultations on Critical Minerals and Rare Earth Elements” (Declaration), establishing a framework for bilateral consultations and cooperation on critical minerals and rare earth elements. The Declaration reaffirms cooperation between the …

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