Mercuria has delivered 12,000 metric tonnes of Congolese copper into Project Vault, the clearest evidence yet that Washington’s critical-minerals reserve is accumulating physical metal, as the reserve prepares up to US$1 billion in loans to American manufacturers.

The global refined copper market is expected to record a surplus of about 104,000 metric tonnes in 2026, rising to 368,000 tonnes in 2027, according to the International Copper Study Group’s latest forecast.

two unions representing 709 Centinela employees have entered a second week of strike action after negotiations with Antofagasta Minerals failed the unions say operating truck numbers have halved and November copper production could fall by 50% if the dispute continues...

Indonesia has launched 11 China-backed nickel, battery, aluminium and solar projects worth US$10.2billion — one day after revealing it may stop approving more plants that produce semi-processed nickel. Together, the two announcements mark the next stage of Indonesia’s mineral strategy:...

China exported 40,668 metric tonnes of refined zinc in August, its second-highest monthly volume in almost 20 years the country became a net exporter of 4,388 metric tonnes over the first eight months of 2026, reversing its traditional position as...

Google is reportedly nearing a multiyear nuclear power agreement with Constellation worth at least US$1 billion the talks follow Amazon’s 690 MW Constellation deal and a US$4.2 billion conditional federal loan commitment for Vistra’s nuclear fleet US tech companies are...

The US has committed or conditionally committed at least US$27.3 billion to 62 critical minerals projects since the start of 2025, according to the Payne Institute’s State of Critical Minerals Report 2026 — as Washington takes a leading role in...

The White House has asked Europe to release emergency diesel stocks just as Russia extends its diesel export restrictions, Chile prepares to reduce refinery output and US President Donald Trump considers a diesel ban. The latest request by the White...

Mesabi Metallics plans to invest US$15 billion in an Iowa steel complex capable of producing an initial 7.5 million US tons annually, rising to approximately 10 million tons in later phases. The planned electric arc furnace complex will use direct-reduction-grade...

The US has secured its first US$1 billion of procurement commitments for Project Vault, moving the planned strategic critical-minerals reserve from government financing approval towards physical stockpiling. Glencore announced a separate US$500 million commitment backed by financing from the US...

China imported more than 1,000 tonnes of gold in the first eight months of 2026, exceeding its purchases for the whole of last year — with imports reaching their highest level for the period in customs records dating back to 2017....

https://youtu.be/y6V3fx5c3Ho EPISODE 24: Anthony Milewski and Christian Purefoy chat to special guest investor Mike Beck about the price of uranium and the supply-demand dynamic that may push the price significantly higher to $200. Two multi-billion dollar uranium exits. Can Mike...