Key takeaways China refines 70% of 20 strategic energy minerals and leads production in 19 of them Half of all strategic minerals now subject to export controls, up sharply since 2023 Copper faces a 30% supply shortfall by 2035, even...

China suspends export ban on three critical minerals — gallium, germanium and antimony Beijing frames controls as national-security licensing, not a permanent ban, signalling strategic flexibility rather than supply-chain guarantee China has suspended the export ban on gallium, germanium and...

US adds copper and silver to its 2025 critical minerals list, joining uranium among top national-security priorities the list now covers 60 minerals, up from 50 in 2022, signalling a broader definition of “strategic” materials policy support for copper, silver...

long-term uranium contracting sharply up as utilities hedge against future supply shocks; eg Cameco Corporation reports approx 119 million pounds of uranium were placed under long‑term contracts by utilities in 2024 US partnership with Brookfield, Cameco, and Westinghouse to deploy US$80 billion in...

ICSG forecasts mine-supply growth of just 1.4 % in 2025, down from 2.3 % earlier the surplus expected for 2025 has been trimmed to ~178,000 t, and the market is projected to swing into a 150,000 t deficit in 2026...

https://youtu.be/jWSCVAk_jY8 EPISODE 10. The gold price is over $4200. Anthony Milewski and Christian Purefoy are joined by special guest Victor Cantore, President and founder of Bay Capital Markets, to talk about the high gold price and AMEX Exploration, a gold...

https://www.youtube.com/watch?v=8SpvjRip7lQ Martin Piskoric and Anthony Milewski discuss the potential benefits of investing in battery metals, MHP nickel production, carbon credits, and reusable batteries. Anthony is an experienced investor in the sector, having invested money into some of the most promising...

US and Australia agreed to provide at least US $1 billion each within six months for raw-and‐processed critical-minerals projects the joint framework explicitly targets mining, separation and processing of critical minerals and rare earths, not just raw extraction includes new...

The United States is weighing price floors and "forward-buying" for critical minerals such as rare earths and graphite to counter China’s use of below-cost exports to control global supply chains, according to statements from President Trump adviser Scott Bessent. The...

Finite reserves: identified gold reserves total approx 59,000 tonnes worldwide —only about 20 years’ worth of mining at current production rates Dwindling supply pipeline: large gold miners’ reserves shrank approx 26% from 2012-2017. No major new gold deposit was discovered...

US Department of Defense plans to purchase $1 billion in critical minerals to secure supply for defense and energy systems move reflects rising concern over US reliance on foreign refining, where China controls 60–95% of global processing strategy marks a...

Historic sovereign gold rush: Central banks bought a record 1,136 tonnes of gold in 2022 – the most in any year since 1967 – and have exceeded 1,000 tonnes annually for three years straight Diversification: 95% of central bankers expect...