By 2030, antimony smelters outside China will be able to meet only 73% of projected ex-China demand — and that's only if every project currently announced is built. There are three proposed smelters outside China and Russia (one in Oman...

Bank of America has launched an 18-month, US$250 billion Critical Infrastructure Finance Initiative covering the physical systems behind America’s AI, energy and industrial buildout — with critical minerals explicitly included as a strategic priority. The eligible sectors include: critical minerals and...

The world’s 50 biggest listed mining companies added US$18 billion in July 2026, taking their combined market capitalization to US$2.17 trillion, according to Mining.com's ranking of the Top 50. However, the headline move conceals one of the most turbulent periods...

President Trump announced approximately US$2.1 billion for critical-mineral projects and more than US$180 million for mining education roughly 93% of the project funding consists of conditional loans that must still reach financial close government capital targets the full supply chain:...

US suppliers must direct 100% of covered tungsten scrap and battery black mass sales to domestic buyers under a new Bureau of Industry and Security allocation order Restrictions run from August 27, 2026, through August 27, 2027 China controls about...

The Democratic Republic of Congo has banned exports of copper and cobalt concentrates with immediate effect under a June 29 order signed by three government ministers, according to a Reuters report that reveals the order states “the export of copper...

F3 Uranium resource at JR Zone totals 11.801 million pounds U3O8 Indicated at 4.41% U3O8, including 10.788 million pounds at 12.23% U3O8 estimate prepared by SLR International for F3’s NI 43-101 technical report, supporting third-party resource confidence F3 is now...

Goldman Sachs has increased its forecast for the 2026 refined-copper deficit outside the US by more than tenfold, from 60,000 tonnes to 640,000 tonnes (and 170,000 tonnes in 2027) — after cutting its global mine-supply estimate by 350,000 tonnes. And it's...

Major US mineral suppliers say they will not be ready for a January 1, 2027 Pentagon deadline requiring defense contractors to stop purchasing covered rare-earth magnets, tungsten, tantalum and molybdenum sourced from China, Russia, Iran and North Korea. US demand...

Chinese state and state-directed institutions committed about US$98 billion to overseas mineral projects between 2000-2023 IEA estimates mining will require about US$500 billion of new capital investment through 2040 under current policy settings Western public-finance commitments more than quadrupled from...

More than US$750 billion needs to be invested in mining and refining between 2026-2040 to meet demand for key energy minerals, according to the latest report by the International Energy Agency. Copper and nickel dominate the capital requirement, with copper...

China shipped no gallium, dysprosium, terbium or yttrium to Japan in June, extending an eight-month halt in shipments of critical magnet materials — pushing Japan to search for alternative rare earth sources almost six kilometres beneath the Pacific Ocean. Exports...