An inside look into what’s gone wrong in Washington — and how to fix it In December 2024, China banned exports of gallium, germanium, and antimony to the US, before adding 7 more minerals, from tungsten to rare earths, just months...

Elon Musk has projected there will be 10 billion humanoid robots by 2040, and he's not alone in predicting such extraordinarily high numbers: in China, Shenzhen's city government has released an action plan to offer funding and policy support for...

The UK is poised on the edge of a critical minerals revolution — or potential disaster. In November 2024, the British Geological Survey identified 34 raw materials as critical, an increase from a list of 18 critical minerals in 2021....

What a week. We wanted to wait a moment (and not rush out one of the many “emergency” comment pieces), to let the dust settle and some appointments to be made before commenting on what the re-election victory of Donald...

We are experiencing an historic moment in nuclear energy. About 60 reactors are under construction across the world, and at least another 110 are planned. To put into context, there are about 440 nuclear power reactors currently operating globally. Global nuclear...

Scandium is the "reclusive" critical mineral.  High-grade deposits suitable for commercial mining are extremely rare, and extracting it as a by-product from other ores is similarly challenging. But, there's a reason it's listed as a critical mineral in the US,...

The West wants to secure critical mineral supply chains — not with massive state subsidies, significant to China — but with market forces.  The challenge: the geographical concentration of critical mineral mining and refining continues to increase, and is expected to increase...

Often overlooked, tin is listed as a critical mineral in the US for good reason.  More than 50% of tin is used as solder in circuit boards, essential for semiconductors, data centers, mobile phones, electric vehicle and batteries, as well...

This year at the world’s leading mining and mineral convention — PDAC — despite low prices across many critical commodities such as nickel, lithium, cobalt, copper and others, the mood was enthusiastic and upbeat. Why? We suggest two main reasons: many...

Kazatomprom, world's largest uranium producer, warns of production shortfall logistical issues, eg transport and shortages in sulfuric acid could take years to fix concerns long-term supply contracts prioritize Russia and China over the West Kazatomprom is the world's largest and, arguably,...

uranium demand set to increase 200% by 2040 uranium prices already at 15-year highs on tight supply ore grade and mining bans across globe limiting new supply Canada's Athabasca Basin contains world’s largest, high-grade uranium deposits Demand for uranium is...

$320 billion of global hydrogen investments announced up to 2030 South Korea hydrogen roadmap targeted 6.2million fuel cell electric vehicles by 2040, but South Korea had only 29,733 FCEVs by 2022 use in heavy industry and ammonia seeing traction in South...