JPMorgan launches $1.5trn initiative to boost critical industries including minerals

View: Source JPMorgan Chase plans to invest up to $10bn in direct equity and venture capital to support select US companies. JPMorgan Chase has unveiled a major Security and Resiliency Initiative, pledging up to $1.5trn over the next decade to facilitate, finance and invest in industries considered critical to national economic security. The initiative aims to address urgent requirements in important …

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China’s rare earth exports fall sharply in September

View: Source China’s rare earth exports fell 31% in September from August, customs data showed on Monday, the third straight month of declines. New controls that were introduced by China last week have threatened a trade truce with Washington and the three months of declines are expected to raise questions about its agreements with Europe and the U.S. to ramp up exports after …

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Pentagon Plans $1B Critical Minerals Buying Spree

View: Source The War Department reportedly moved to buy up to $1 billion in critical minerals as part of an accelerated stockpiling strategy aimed at reducing reliance on Chinese supply chains. The Pentagon’s Defense Logistics Agency outlined the bolstered effort in recent filings, the Financial Times reported Saturday night. “They are incredibly focused on the stockpile,” a former defense official told FT. …

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China Implements Export Controls on Lithium Batteries and Key Materials, Covering High-End Batteries and Artificial Graphite Anodes

View: Source The international battery industry landscape is undergoing a new round of adjustments, as China has introduced significant export control measures to strengthen national security barriers. On October 9, 2025, the Ministry of Commerce and the General Administration of Customs jointly issued Announcement No. 58 of 2025, deciding to implement export controls on items related to lithium batteries, cathode materials, …

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‘Conflict of interest’: Experts share concerns of U.S. stakes in Canadian miners

View: Source The U.S. government is increasingly taking stakes in publicly traded companies, including Intel and Canadian-based miners Trilogy Metals and Lithium Americas, giving rise to concerns over the potential for conflict of interest issues to surface. Richard Leblanc, a professor of governance, law and ethics at York University, said it’s unusual to see a foreign government take a stake in …

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The world’s going mad for copper – but tin has just as much going for it

View: Source It flies under the radar, but tin could be the best metal to play the electrification narrative Supply is dominated by unstable jurisdictions like Myanmar, Indonesia and the DRC Rising tin prices are providing support for explorer like Caspin and Stellar Resources Supply disruptions have copper chasing record highs again, with an emerging 600,000t shortfall on copper expected from …

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China steps up control of rare-earth exports citing ‘national security’ concerns

View: Source Tightened grip on minerals used in smartphones and fighter jets coincides with tense US-China trade talks. China has increased restrictions on exports of rare earths and related technologies as Beijing tightened its grip on the products that are critical for use in smartphones and fighter jets. China’s commerce ministry announced the restrictions on Thursday, arguing damage had been caused …

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What critical minerals are on China’s export control list now?

View: Source China on Thursday expanded its export controls over rare earths and related technology in a move to further tighten its grip and dominance on the critical minerals key to the energy transition. Five more medium to heavy rare earth elements – holmium, erbium, thulium, europium and ytterbium – and related material will be added from November 8, China’s commerce …

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Gold’s spectacular three-year rally is breaking all the records

View: Source Gold’s ascent through $4,000 an ounce is yet another milestone in a three-year bull run that has defied die-hard skeptics and broken analytical models that have reliably predicted its rises and falls for decades. Here is the story of how bullion shook off its reputation as a barbarous relic and muscled its way back toward the center of the …

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Why gold is having its biggest year since 1979

View: Source Gold is having a gangbusters year — and that’s typically a red flag about the state of affairs in the world. This week, gold blew past $4,000 an ounce, and some on Wall Street are betting the rally is just getting started. When investors pile in to gold, it’s not usually during good times, but when they feel like the …

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