The UK must secure supplies of 34 critical minerals says new report – here’s how

View: Source You’re probably reading this article on a phone or laptop containing more than 30 different metals. Some will be common: aluminium casing, copper wires. But other metals are less familiar and much more scarce. Each iPhone contains less than a gram of lithium, for instance, but would not function without it. We are in the midst of a geopolitically …

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Canada’s critical minerals push reshapes corporate identities

View: Source Prime Minister Mark Carney unveiled the next wave of Canada’s “nation-building”projects this month, and the message was clear: Critical minerals are no longer a niche resource play, but a central pillar in Canada’s response to a US-led trade war and climate-transition strategy. The announcement, part of a sweeping second tranche of projects destined for the new Major Projects Office, prioritized low-carbon nickel, graphite …

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Why Platinum Could Surge Higher From Here

View: Source The U.S. is offloading dollars for critical minerals… And so should you. The goal is to bolster domestic industries critical to national security and to secure domestic supply chains. To that end, the government has taken direct equity stakes in private businesses and made loans and grants to promote various industries – including critical minerals, artificial intelligence, semiconductors, national defense, …

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Why gold prices could soar another 20% next year, according to top Wall Street forecasters

View: Source Gold prices could surge as much as 20% in the coming year, top forecasters say. Wall Street sees tailwinds like central bank buying and Fed rate cuts boosting bullion’s value. Sustained demand from private investors also adds to gold’s bull case. Gold’s (GC=F) hot streak that boosted the metal to records could push on through 2026. That’s according to forecasters on Wall Street, …

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US needs to break China’s supply chain chokehold to win the tech race

View: Source American leadership in artificial intelligence, quantum computing and biotechnology at risk. Beijing has repeatedly shown the world that it is willing to weaponize its dominance of supply chains, and President Donald Trump had to de-escalate the latest rare-earth dispute during his recent trip to Asia. But rare earths are only a small window into the power that China could have over …

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Value of EV battery nickel second-highest on record, cobalt at 30-month high

View: Source In 2016, Elon Musk famously said: “Although they’re called lithium-ion, the actual percentage of lithium in a lithium-ion cell is approximately 2%. Technically, our cells should be called nickel-graphite, because the primary constituent in the cell as a whole is nickel. There’s a little bit of lithium in there, but it’s like the salt on the salad.” In 2016, nickel cobalt …

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US Surges Ahead While EU Falters in Critical Minerals Race

View: Source In the global race for critical minerals, the US appears on track to bolster its supply chains while Europe watches from the sidelines, struggling to transform policy into practice. Demand for critical minerals reached new heights recently due to their renewed importance in crucial industries. These raw materials, including lithium, cobalt, copper, graphite and rare earths, form the base …

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If They Want Critical Minerals, They Will Have to Industrialize our Country, Lula Says

View: Source President says foreign companies may only operate in the sector if they add value to BrazilStatement comes after the G20, amid U.S. interest in Brazilian resources. Brazilian President Luiz Inácio Lula da Silva said this Monday (24), during a visit to Mozambique, that foreign companies will only be allowed to explore critical minerals in the country if they contribute …

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On critical minerals, the US needs more than just supply. It needs refining power.

View: Source When China announced export controls on several critical minerals—including rare earth elements—and related processing technologies and materials this October, the United States well understood the enormous economic consequences such restrictions could carry. Washington rushed to the negotiating table, resulting in a one-year pause on the measures, wrapping up the latest round of tit-for-tat export control escalations between the two countries. This episode illustrates …

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The West’s Bold Move to Crack China’s Rare Earth Monopoly

View: Source Western nations are racing to build independent rare earth and magnet supply chains after China restricted exports of key heavy rare earth elements like dysprosium and terbium. China controls about 90% of global refining and 94% of magnet manufacturing. The U.S., Canada, and Europe are investing in projects such as MP Materials’ Mountain Pass expansion and Aclara’s Louisiana separation …

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