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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South Africa and EU sign critical-minerals pact as Brussels announces €350mn in infrastructure support

View: Source South Africa and the European Union signed a major critical minerals partnership at a high-level trilateral summit in Pretoria on November 20, with President Cyril Ramaphosa, European Commission President Ursula von der Leyen, and European Council President António Costa affirming a “mature” and “trust-based” relationship, according to a joint communiqué issued after the meeting. Von der Leyen said the …

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Lithium prices plunge in China after moves to curb speculative trading

View: Source Lithium prices in China fell sharply on Friday, short-circuiting a rally, after the main exchange stepped in to curb speculative trading and on a report that battery giant CATL could restart production at its flagship lithium mine. The most-active lithium carbonate contract on the Guangzhou Futures Exchange closed daytime trading down 9% at 91 020 yuan ($12 804.21) per …

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Hedge funds and retail now drive Gold rally – TDS

View: Source Gold’s recent strength has been powered largely by hedge funds and retail investors, whose inflows have far exceeded official-sector demand. While central bank buying still provides a price floor, it is unlikely to fuel another surge without continued support from private investors, TDS’ Senior Commodity Strategist Daniel Ghali notes. Gold holds firm as fund inflows dominate “Hedge funds and …

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Swiss Bank UBS (UBS) Says Silver Is Likely to Outperform Gold in 2026

View: Source Analysts at the lender say that the gray metal is likely to outperform its rival gold in 2026, with its price supported by tightening global supplies and rising investor demand amid growing macroeconomic uncertainty. UBS also notes that silver benefits from being both a precious metal used to make jewelry and an industrial metal used in technologies ranging from …

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A cold gold rush? The race for the Arctic’s critical minerals is heating up

View: Source The Arctic’s geostrategic importance is becoming increasingly clear as countries scramble to shore up their resource security. The U.S., Canada and Russia are among just some of the Arctic states jostling for influence in the region. “Greenland, right now, is a repository of a lot of base metals, precious metals, gem stones, rare earths, uranium … it’s all there,” …

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Gold And Copper Set To Outperform As Oil Price To Lag Into 2026

View: Source ING has released its latest set of commodities projections through to the end of 2026, with analysts highlighting gold and copper as the clear outperformers while Crude oil and natural gas continue to face pressure from abundant supply. Gold Price Forecast: Elevated through mid-2026 before a slight year-end cooling ING expects gold prices to hold near USD 4,000/oz in …

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