Critical Minerals

Legendary mining executive Robert Friedland has emerged as an outspoken advocate for solving the critical minerals shortage. The billionaire founder of Ivanhoe Mines (OTCX: IVPAF) has repeatedly warned that the world's ambitions for electrification, artificial intelligence, and national security...

China's dominance in mineral processing — not mining — is emerging as the defining fault line in the global race for critical resources such as copper. The U.S. imports roughly 60% of the copper it consumes — a reliance drawing fresh scrutiny as demand accelerates across electrification, AI...

Rare earths just stopped being a niche mining story and became a frontline geopolitical war. With China tightening control over strategic metals used in EV motors, defense systems, wind turbines, and AI hardware, the U.S. is scrambling to rebuild an independent supply chain. That urgency has...

Editor’s note: The article has been corrected to include Lithium Argentina (LAR). For the first time in three decades of U.N. climate talks, the conversation in Belém, Brazil, turned uncomfortable for clean-tech champions. A COP30 working group has formally acknowledged the "social and...

USA Rare Earth Inc.'s (NASDAQ:USAR) CFO just dropped a reality check that sent ripples through the critical minerals space. "We don't have enough capacity to supply demand for 2026… our demand curve goes out to 2033," Rob Steele said on the company's third-quarter earnings call. His words said more...

Canada has announced a 6.4 billion Canadian dollar ($4.6 billion) package of critical mineral projects to challenge China’s overwhelming dominance in the critical mineral supply chain. The announcement came on Friday at the close of the G7 Energy and Environment Ministers’ meeting in...

The Pentagon just pulled a $500 million cobalt tender, but the real action might be in Dayton, Ohio. Xerion Advanced Battery Corp., long in stealth mode, is now front and center as Trump pushes to secure critical minerals for America, amid tightening Chinese export controls on cobalt and gallium....

The Trump administration‘s recent move to acquire up to a 10% equity stake in Lithium Americas Corp (NYSE: LAC) has sent shockwaves through the mining sector. This strategic investment aims to bolster domestic production of critical minerals, particularly lithium, by renegotiating a $2.26...

The cobalt export suspension from the Democratic Republic of Congo (DRC) will expire on October 15. The restriction, imposed in February, extended in June and again on Sunday, had a profound impact on the market price of battery metal, which recovered over 60% since February. Per Bloomberg's report...

Ramaco Resources (NASDAQ:METC) announced Tuesday that a preliminary economic assessment (PEA) conducted by Fluor Corporation (NYSE:FLR) found its Brook mine project in Wyoming to be both commercially and technologically viable, with a potential pre-tax net present value (NPV) of up to $1.2 billion...

NATO's 32 member states agreed to increase defense spending to 5% of GDP by 2035, representing a significant increase from the long-standing 2% benchmark. The new target is the most ambitious in the alliance's 76-year-old history and a major political win for U.S. President Donald Trump, who had...

The leaders of the Group of Seven (G7) unveiled a new action plan for critical minerals on Tuesday, following their latest meeting in Kananaskis, Alberta. The initiative, designed to secure global supplies of essential materials for clean energy, defense, and digital technology, is a step toward...

Canada could be missing out on CA$12 billion ($8.7 billion) annually in critical minerals production by 2040, unless the government takes urgent action to de-risk investments and accelerate mining development, according to the Canadian Climate Institute’s latest report. The report, titled "...

Fundstrat’s Tom Lee has been betting on a “new bull market” following the spike in the volatility gauge in April, while another analyst believes that it is the “TACO” trade that is fueling the “run it hot” optimism in the market. What Happened: According to...