Critical Minerals and Energy Intelligence
Latest Insights
Listen to our latest Podcast
Subscribe to our newsletter
Latest Investment Insights
Rare Earth export controls: China extends pause to January 10 ahead of Trump-Xi talks
China has extended its pause on the most sweeping of its rare-earth export controls to January 10, 2027, one day before the suspension was due to run out.
Uranium’s sell-off hides a tightening supply outlook
Uranium stocks sold off in September, but without a matching collapse in the fuel price.
Canada antimony mining gains proposed 30% exploration tax credit
Canada’s antimony explorers could gain a stronger fundraising tool as Ottawa proposes adding the metal to its 30% Critical Mineral Exploration Tax Credit.
US warns China over rare earths after Beijing delivers only two-thirds of commitments
The US warned China on Friday it must “immediately” meet its commitments under the Busan trade deal, after US officials told the Financial Times in September that Beijing was fulfilling only about two-thirds of its rare-earth pledge.
MPs warn Britain fails critical minerals tests over China dependence
MPs say they cannot be confident that the UK government passes any of ten tests for cutting dangerous dependence on China for critical minerals, in a House of Commons report that also shows cumulative rare-earth demand for Industrial Strategy growth sectors rising from 1,161 tonnes in 2024 to 18,020 tonnes by 2030.
Nickel jumps 3.8% as Indonesia targets major ore trader
Three-month nickel on the London Metal Exchange rose 3.8% to US$16,375 a tonne at 17:00 GMT on November 5 after Indonesia’s forest task force moved against companies linked to nickel trader Arif Kurniawan.