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Sulphuric acid crunch pushes key critical minerals cost exposure up 33% since Iran war
The sulphuric acid crunch is now feeding directly into critical minerals production costs, with sulphur and acid accounting for an average 33% of C1 costs
Rare Earth prices surge as China keeps export restrictions
Yttrium oxide prices outside China have risen x140 since Beijing imposed rare earth export controls in April 2025, while dysprosium and terbium oxide prices have
Gold mining M&A is back
Gold M&A has already topped roughly US$7.9 billion across four major deals in 2026 — a clear signal that producers are paying up for scale,
Nuclear powered ships put uranium at center of global trade and security
US Chief of Naval Operations Admiral Daryl Caudle called the decision to abandon nuclear-powered surface ships “one of the largest mistakes the navy ever did”,
US data center spending hits $50 billion as AI buildout squeezes metal markets
Spending on US data-center construction has overtaken conventional office building, with the latest US Census Bureau data showing private data-center construction reached a seasonally adjusted
Aluminium inventories fall below five days of global supply
Visible aluminium inventories have fallen to less than five days of global supply, spiking spot aluminum prices to a US$97-a-ton premium to three-month futures —