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China becomes zinc exporter as metal flows into LME warehouses
China exported 40,668 metric tonnes of refined zinc in August — more than four times the July volume — as a shortage of immediately available
Google nears $1 billion nuclear deal as Big Tech locks in America’s reactor fleet
Google is nearing an agreement to purchase nuclear electricity from Constellation Energy for US$1 billion or more over several years, according to Bloomberg, in a
The global uranium market is splitting in two
Russia supplied 26% of the enrichment services purchased by US nuclear operators in 2025, up from approx 20% a year earlier — but under existing
AI Has A Commodity Problem—And The Technology Industry Isn’t Ready For It
For most of the past two decades, the technology industry has operated as if the physical world were somebody else’s problem. Software companies scaled without
America’s $27 billion push to break China’s minerals grip
The US has committed or conditionally committed at least US$27.3 billion to 62 critical minerals projects since the start of 2025, according to the Payne
Trump asks Europe to release diesel reserves as Russia extends export ban
The White House has asked Europe to release emergency diesel stocks just as Russia extends its diesel export restrictions, Chile prepares to reduce refinery output