World’s rare earth giants: Top 10 countries with the biggest reserves

More countries are emerging as potential rare earth oxides (REO) suppliers, with upward revisions of estimates of available deposits in key countries outside China. Latest data from the US Geological Survey points to upward adjustments for Australia’s reserves (from 5.7 million to 13.6 million tonnes) and Malaysia’s (to 0.71 million tonnes), citing official government data. A renewed attention to reserve …

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Baker Steel’s Burridge: There’s more to gold than simply being a safe haven

In this week’s Monday Manager, Portfolio Adviser speaks to Mark Burridge, managing partner and fund manager of the £110.97m SVS Baker Steel Gold & Precious Metals fund. He shares why silver outperformed gold in 2025, how the gold market is more diverse than it’s ever been, and turning mistakes into better decisions. The Monday Manager series covers fund managers that have worked on their fund for over three years, …

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Antimony Emerges as Strategic Growth Play in $4B+ Critical Minerals Market

Antimony is starting to get a lot more attention in the critical minerals industry, especially as governments focus on securing materials needed for defense and advanced technology. The metal is used to strengthen ammunition and military alloys, and it’s a key ingredient in flame-retardant materials that protect electronics, vehicles, and aircraft wiring. Antimony is also used in semiconductors, infrared sensors, …

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France eyes Greenland’s trillion-euro minerals

France has signed a cooperation agreement with Greenland aimed at mapping the island’s vast mineral resources, including lithium, uranium and rare earth elements. The initiative reflects growing European interest in the Arctic as competition for strategic raw materials intensifies. France and Greenland have concluded a technical cooperation agreement focused on improving geological knowledge of the Arctic island’s mineral deposits. The …

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Kazakhstan May Sell Gold to Fund $350M Crypto Purchase

A month after the initial reports emerged that Kazakhstan’s central bank plans to invest in cryptocurrencies, governor Timur Suleimanov provided further details today that actually differ slightly from the initial idea. As reported by Reuters, the governor of the central bank said during a briefing on interest rates that the entity is “currently developing a list of instruments in which …

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The hidden potential of Trump’s critical minerals stockpile

The administration’s rush to secure the components for the military could benefit renewable energy — someday. Last year, the Trump administration appeared to give up on the future of renewable energy entirely. It launched an all-out war against offshore wind; threw up byzantine regulatory hurdles to block renewables on public land; and effectively gutted the Biden administration’s Inflation Reduction Act, …

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CBN Boosts Foreign Reserves With $3.5bn Locally-sourced London Bullion Market-standard Gold

The Central Bank of Nigeria (CBN) has taken delivery of responsibly sourced gold refined to London Bullion Market Association (LBMA) Good Delivery standards into its foreign reserves. This brings the CBN’s total gold holdings to $3.5 billion, marking a significant step in its reserve diversification strategy. The gold, sourced in Nigeria, was aggregated by the Solid Minerals Development Fund (SMDF) …

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Morgan Stanley drops blunt reality check on gold price surge

Whenever there’s a spike in geopolitical tensions, gold usually wastes no time in pushing forward with aplomb. However, since the Iran war has started, the shiny yellow metal hasn’t followed the usual script. Morgan Stanley analysts, though, believe that the recent choppiness isn’t indicative of fading safe-haven demand. Instead, Amy Gower and her team point to a couple of potent …

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No Missiles, No Drones: What Happens When Rare Earths Stop Flowing?

In October 2025, something wild happened on the global stage that clearly demonstrated one of the Western world’s most glaring weaknesses…but most people in the United States missed it entirely. This happened when President Trump boldly and publicly threatened China with 100% tariffs beginning on November 1, 2025. In response to this threat, Beijing didn’t flinch. Instead, it responded quietly with a …

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