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Critical mineral stockpiles could absorb 10% of key metals supply, 34% of cobalt supply
A new report by the London School of Economics warns that simultaneous buying by Australia, China, the EU, India, Japan, South Korea and the US
Australia has 37 days of diesel stock, only 29 hours in Western Australia
Australia officially has 37 days of diesel stocks, but mines in Pilbara region may only 7-10 days of stocks — just as the world hits “operational
US Army lease awards turn bases into critical minerals safe haven
The US Army is will host critical minerals processing plants on military bases, leasing land to companies that can refine materials including lithium, graphite, boron
Space mining no longer out of this world
Within days of its IPO, SpaceX’s market value was pushing toward US$3 trillion, putting a public-market valuation on reusable rocket launches as the infrastructure layer
Copper’s new demand stack (and the AI chokepoint)
Copper is facing a “super squeeze” — its demand stack is deepening, just as the supply pipeline tightens. According to HSBC Holdings Plc the squeeze for
China tightens rare earth restrictions with new export controls on US firms
China has added MP Materials and USA Rare Earth to its export control list, restricting Chinese companies from supplying the two US rare earth firms