Critical Minerals and Energy Intelligence
Latest Insights
Listen to our latest Podcast
Subscribe to our newsletter
Latest Investment Insights
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
US announces US$15 billion Iowa steel mill, boosting manganese and graphite electrode demand
Mesabi Metallics plans to invest US$15 billion in an Iowa steel complex capable of producing an initial 7.5 million US tons annually, rising to approximately
US critical minerals reserve adds US$1 billion through Glencore and Mercuria
The US has secured its first US$1 billion of procurement commitments for Project Vault, moving the planned strategic critical-minerals reserve from government financing approval towards
China’s gold imports top 1,000 tonnes, highest January-August total since 2017
China imported more than 1,000 tonnes of gold in the first eight months of 2026, exceeding its purchases for the whole of last year — with