‘Not for Sale’: Rare Earths Pitch Ignites Debate Over US-Myanmar Engagement

As American diplomacy dramatically shifts under President Trump, experts warn of “major policy ramifications” in Myanmar. On July 17 last year, an American businessman named Adam Castillo visited the White House. Speaking to advisors of Vice President J.D. Vance, he pitched options for the United States to seek access to Myanmar’s rare earths. Following the meeting, he told Reuters that he had …

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US pours $1B into Latin America critical minerals

The United States has poured more than $1 billion into critical minerals investments across Latin America since January 2025, signalling a more assertive effort by Washington to secure supplies of lithium, copper and rare earths vital to energy, defence and advanced technology. The spending surge under the second Trump administration reflects a broader shift in how governments view mining, with …

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Canada’s $3.6 Billion Critical Minerals Investment Package: What You Need to Know

On March 3, 2026, at the Prospectors & Developers Association of Canada (“PDAC”) Convention in Toronto, Canada’s Minister of Energy and Natural Resources unveiled a comprehensive investment package totaling over $3.6 billion to advance Canada’s critical minerals sector. The announcement by the Hon. Tim Hodgson reflects the Government of Canada’s commitment to end-to-end domestic value chains for critical minerals – from extraction …

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US Reportedly Has Just Two Months Of Rare Earths Left

The U.S. military’s reliance on Chinese rare-earth minerals is emerging as a strategic vulnerability as Washington’s conflict with Iran unfolds and President Donald Trump prepares for a closely watched visit to Beijing later this month. US officials and analysts say the war has intensified concerns about supply chains for the specialized minerals used in advanced weapons systems, SCMP reports. According to people familiar with …

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Gold Continues to See Buyers in Risk Aversion

Gold continues to find buyers on dips during the session on Thursday, as traders continue to worry about the war, and the next steps going forward. Gold Technical Analysis The gold market pulled back just a touch during the early hours here on Thursday only to find buyers again as we continue to see a “buy on the dip” type of situation. Dropping …

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Silver Finds Dip Buyers

Silver Technical Analysis Silver daily candlestick chart. Source: TradingView The silver market initially fell during the trading session here on Thursday but turned around to show signs of strength as we continue to see buyers in the silver market. This is a situation where every time we drop, I think there is a good shot that there are buyers willing to jump in …

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Rare Earth Metals Have Dominated on Wall Street. This New Form of Aluminum Could Make Them Obsolete.

The markets have been kind of obsessed with rare earth metals for the past couple of years now. Between all the stockpiling, price surges, and geopolitical export controls we’ve seen, rare earths definitely turned out to be the big commodity story of 2025.  But believe it or not, it looks like rare earth metals are about to get even bigger in the …

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Venezuela Opens Its Gold and Rare Earths to U.S. Mining

A Country’s Subsoil, Opened for Business Venezuela is rewriting its mining laws at a pace that tracks not with ordinary legislative process but with the tempo set by Washington. On Monday, the ruling-party-controlled National Assembly passed a new mining bill in its first of two required votes, barely a week after acting President Delcy Rodríguez announced the legislation alongside U.S. …

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Indonesia’s Nickel Diplomacy: Navigating US–China Competition in Critical Minerals

Indonesia has quietly become one of the most consequential players in the global race for critical minerals. As the world’s largest nickel producer, Jakarta now sits at the intersection of strategic competition between the United States and China, both seeking secure access to supply chains that will shape the future of electric vehicles, battery production, and energy transition industries. A …

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US to counter China’s critical minerals dominance with ‘game-changing’ innovations

Potential US innovation in recycling electronic waste, combined with refining and processing, will allow the US to leapfrog China in critical minerals, an official at the Department of Energy said on Monday amid Washington’s aggressive attempts to counter China’s dominance in the industry. Recycling metals, materials and magnets within the US is one of the fastest ways the country can …

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