How rare earths became the next trade war weapon

View: Source News that China and the US have sealed a trade deal that would postpone Chinese restrictions on rare earth exports for a year provides short-term relief for global supply chains. It also highlights a deeper strategic challenge. The US remains heavily dependent on China for rare earths, which are essential to defense, clean energy, and high-tech manufacturing. While the …

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US and Japan unite to counter China’s influence in critical minerals

View: Source Japan and the US agreed on new-generation nuclear reactors and rare earths. The deal aims to re-establish Japan’s nuclear export market and reduce China’s influence. Both nations will collaborate on economic policies and investments for critical minerals. Japan and the US have reached an agreement concerning new-generation nuclear power reactors and rare earths. This deal aims to facilitate Japan’s …

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Copper Set to Begin a New Bull Cycle: What’s Driving The Move

View: Source If there’s one market that’s becoming increasingly difficult to ignore, it’s copper. For years, it’s been treated as just another industrial metal: useful, cyclical, and largely overlooked. But beneath that quiet surface, copper has been steadily building energy, both technically and fundamentally, for what I believe could be the start of its next major cyclical bull run. And this …

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Bolivia’s shift to the right renews ambition to mine vast lithium reserves

View: Source The election of a centre-right president after 20 years of socialist rule could open up the nation’s lithium reserves to foreign investment – the US is paying attention. Bolivia’s election of centre-right President-elect Rodrigo Paz Pereira could see the country open its vast lithium resources to foreign investors to bolster its faltering economy – a move that could benefit …

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Trump Taps Southeast Asia For Rare Earths Amid China Uncertainty

View: Source The US is racing to establish a rare earth supply chain separate from China following Beijing’s increasingly aggressive moves to restrict its exports of rare earths to the country. US President Donald Trump signed multiple deals this weekend for access to critical minerals and rare earths from Southeast Asia amid increasing uncertainty around supplies from China. On Sunday, Trump …

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Will Australia’s $3bn critical minerals deal with Trump pay off?

View: Source There was a broad grin on Prime Minister Anthony Albanese’s face as he shook hands with an equally smiley US President Donald Trump at the White House this week, cementing the deal they had just inked on critical minerals. We all know how fond the US president is of deal making, and he was clearly happy to sign Australia …

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EU to discuss rare earth minerals with Chinese delegation in Brussels

View: Source The European Commission is hosting a high-level Chinese delegation in Brussels this week to discuss China’s export restrictions on rare earth materials. According to a Commission spokesperson, initial talks via video conference took place on Monday to lay the groundwork ahead of the in-person discussions. “A high-level Chinese technical delegation will arrive in Brussels on Thursday to discuss these …

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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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