Australia is considering nationalising Northern Minerals after China-linked shareholders failed to comply with government orders to sell their stakes in the rare-earth developer. Resources Minister Madeleine King said nationalisation was “one option”, although she stressed that no decision had been...

Lockheed Martin’s proposed purchases from NioCorp could reach 15 tonnes of scandium oxide annually, but the agreement is non-binding Bloom Energy’s expanded Oracle partnership included 1.2 GW of contracted fuel-cell capacity, connecting scandium demand to AI infrastructure the Pentagon announced...

Metals and crypto are competing for capital in one of the great rotations of this decade October, historically the most-volatile month, strikes again — and metals and crypto are competing for the role of the investor's safe haven: Bitcoin plunged over...

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...