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US adds helium to critical materials list
The US Department of Energy has added helium to its Critical Material List, citing chipmaking, as Qatar’s outage triples helium spot prices.

134 new lithium mines needed by 2050 as EVs drive demand
The world will need the equivalent of 134 new lithium mines by 2050 to keep up with demand, according to Benchmark Mineral Intelligence, as electric vehicles take a growing share of the world’s lithium.

Trump’s critical mineral playbook comes to oil as US braces for long Iran war
President Donald Trump has ordered the Pentagon to use the Defense Production Act to expand US oil production, refining, pipelines and storage — extending to petroleum the toolkit Washington has used to finance critical minerals.

Fusion start-up turns mercury into gold, but can’t say what it costs
San Francisco start-up Marathon Fusion says it turned mercury into stable gold last month using fusion neutrons, at what it calls 10 times the record CERN set in 2025.

Global sulphur exports fall 33% in six months as Iran war strands Gulf cargoes
Two bulk carriers loaded with Gulf sulphur have crossed the Strait of Hormuz, one of them likely bound for an Indonesian nickel producer — cargoes from a region that normally supplies close to half of the world’s traded sulphur.

BHP copper output falls 19% in September quarter, Anglo American falls 5%
BHP’s copper production fell 19% to 400,700 metric tonnes in the three months to September 30, compared with a year earlier, as lower grades, maintenance and severe weather in Chile hit its biggest mine.








