Critical Minerals and Energy Intelligence
Latest News
Insights
Latest Boom, Bust and BS Podcast
Industry reports
Commodity infographics
Latest Investment Insights

53 million tons of battery metals needed by 2040 to meet EV boom
Global electric vehicle (EV) sales are on track to hit 22 million units in 2025 — up 25% from 2024 — according to BloombergNEF’s latest

Trump orders Federal Agencies to fast-track critical mineral and energy funding
President Trump has signed a new Presidential Memorandum instructing over a dozen US federal agencies to streamline and accelerate the funding process for energy infrastructure

US and Asia partners launches Critical Minerals Initiative amid rising tensions with China
The Quad — comprising the US, Australia, India, and Japan — has formally launched a new Critical Minerals Partnership, aimed at securing supply chains for

Small reactors, big stakes: how the global SMR race is reshaping uranium demand
In 2025, there have been at least 6 major approvals or construction starts for small modular reactors (SMRs) globally — a record number. For years, SMRs

China’s rare earth restrictions easing but US supply still de-prioritized
The approval rate for rare earth export licences from China has climbed from 25% to 60%, according to European supplier group CLEPA. But shipments destined

Securing Western titanium supply: Australia’s strategic opportunity
Amidst global titanium supply volatility, Australia has the potential to be a key strategic supplier for Western nations seeking supply chain security, with some of