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Critical Minerals and Energy Intelligence

Critical Minerals

Bank of America launches $250 billion infrastructure initiative covering critical minerals, AI and energy
Bank of America launches $250 billion infrastructure initiative covering critical minerals, AI and energy
Rare Earths 101: understanding the worlds most strategic supply chain
Rare Earths 101: understanding the worlds most strategic supply chain
West faces $500 billion critical minerals financing test — report
West faces $500 billion critical minerals financing test — report
Australia – India agree uranium export deal
Australia – India agree uranium export deal
Critical mineral stockpiles could absorb 10% of key metals supply, 34% of cobalt supply
Critical mineral stockpiles could absorb 10% of key metals supply, 34% of cobalt supply
US Army lease awards turn bases into critical minerals safe haven
US Army lease awards turn bases into critical minerals safe haven
Copper’s new demand stack (and the AI chokepoint)
Copper’s new demand stack (and the AI chokepoint)
Aluminium on the frontline of America’s energy war
Aluminium on the frontline of America’s energy war
Why Corporate Treasuries May Start Holding Critical Minerals
Why Corporate Treasuries May Start Holding Critical Minerals
America’s Mineral Awakening: onshoring supply chains, rebuilding industry, and the race for mineral independence (Guest Post by Brian Paes-Braga)
America’s Mineral Awakening: onshoring supply chains, rebuilding industry, and the race for mineral independence (Guest Post by Brian Paes-Braga)
Deep sea mining and the critical mineral imperative (Guest Post by Amanda van Dyke) 
Deep sea mining and the critical mineral imperative (Guest Post by Amanda van Dyke) 
Generation Mining: Canada’s undiscovered copper story
Generation Mining: Canada’s undiscovered copper story
Empire Metals’ Pitfield titanium project: global scale, high purity, and strategic potential
Empire Metals’ Pitfield titanium project: global scale, high purity, and strategic potential
Fluorspar’s strategic moment: why AE Fuels may be emerging as one of North America’s most important critical minerals stories (Guest Post by Mitchell Smith)
Fluorspar’s strategic moment: why AE Fuels may be emerging as one of North America’s most important critical minerals stories (Guest Post by Mitchell Smith)
Lion Rock Resources: first drill program reshapes the Volney story
Lion Rock Resources: first drill program reshapes the Volney story
NOAA ruling opens door to new era of deep-sea mining
NOAA ruling opens door to new era of deep-sea mining
US pushes allies to pay critical minerals premium
US pushes allies to pay critical minerals premium
US invests $8.6 billion in critical minerals deals since January 2025
US invests $8.6 billion in critical minerals deals since January 2025
Why the Strait of Hormuz crisis could drive copper price higher
Why the Strait of Hormuz crisis could drive copper price higher
Disinformation war erupts in global mining
Disinformation war erupts in global mining
Strait of Hormuz diesel shock threatens mining industry
Strait of Hormuz diesel shock threatens mining industry
Strait of Hormuz is chokepoint for sulphuric acid and critical metal processing
Strait of Hormuz is chokepoint for sulphuric acid and critical metal processing
Notes from Indaba 2026 and 121 Mining Conference: Africa is back on the investment radar! And Gamma rays equal Green Days 
Notes from Indaba 2026 and 121 Mining Conference: Africa is back on the investment radar! And Gamma rays equal Green Days 
Canada’s rise in global copper supply chains
Canada’s rise in global copper supply chains
Why The Era Of Cheap Commodities Is Likely Over—And What It Means For Corporate Strategy
Why The Era Of Cheap Commodities Is Likely Over—And What It Means For Corporate Strategy
US launches $12 billion strategic minerals stockpile
US launches $12 billion strategic minerals stockpile
Mining investment tightens as geopolitics and oversupply shape 2026 — Wood Mackenzie
Mining investment tightens as geopolitics and oversupply shape 2026 — Wood Mackenzie
Trump orders negotiations with foreign suppliers on critical mineral imports, warns tariffs if deals stall
Trump orders negotiations with foreign suppliers on critical mineral imports, warns tariffs if deals stall
The next energy shock won’t be oil — it’ll be critical minerals, warns IEA
The next energy shock won’t be oil — it’ll be critical minerals, warns IEA
China lifts export ban gallium, germanium, antimony
China lifts export ban gallium, germanium, antimony
US adds copper, silver, uranium to 2025 critical minerals list
US adds copper, silver, uranium to 2025 critical minerals list
US weighs price floors for critical minerals to counter China
US weighs price floors for critical minerals to counter China
US to build $1 billion critical mineral stockpile as supply risk deepens
US to build $1 billion critical mineral stockpile as supply risk deepens
Why the US fails to secure critical mineral supply — and how it can be fixed
Why the US fails to secure critical mineral supply — and how it can be fixed
Critical minerals demand to surge up to 135% on defense and 400% on power generation and storage
Critical minerals demand to surge up to 135% on defense and 400% on power generation and storage
Is this the “shale moment” for critical mineral mining in the US?
Is this the “shale moment” for critical mineral mining in the US?
Copper, potash, silver among six minerals added in US Critical Minerals list overhaul
Copper, potash, silver among six minerals added in US Critical Minerals list overhaul
Sanctions, Tariffs, and the Global Titanium Supply: Catalysts for Crisis
Sanctions, Tariffs, and the Global Titanium Supply: Catalysts for Crisis
US announces US$1 billion to secure critical mineral supply
US announces US$1 billion to secure critical mineral supply
Rare Earths, Real Power: the metals defining the coming economic order (Guest Post by Louis O Connor)
Rare Earths, Real Power: the metals defining the coming economic order (Guest Post by Louis O Connor)
Trump orders Federal Agencies to fast-track critical mineral and energy funding
Trump orders Federal Agencies to fast-track critical mineral and energy funding
US and Asia partners launches Critical Minerals Initiative amid rising tensions with China
US and Asia partners launches Critical Minerals Initiative amid rising tensions with China
Titanium mining coming to North America?
Titanium mining coming to North America?
G7 to agree strategy to secure critical minerals supply
G7 to agree strategy to secure critical minerals supply
Mining needs $500–600 billion by 2040 to meet Energy Transition goals
Mining needs $500–600 billion by 2040 to meet Energy Transition goals
Turbulence in global titanium supply
Turbulence in global titanium supply
78% of US military weapon systems vulnerable to China’s critical mineral dominance
78% of US military weapon systems vulnerable to China’s critical mineral dominance
Trump launches national security investigation into foreign-controlled critical mineral imports
Trump launches national security investigation into foreign-controlled critical mineral imports
China ramps up state investment in critical minerals as US trade tensions intensify
China ramps up state investment in critical minerals as US trade tensions intensify
Antimony: caught in the geopolitical crossfire
Antimony: caught in the geopolitical crossfire
Trump signs Executive Order to boost domestic critical mineral production
Trump signs Executive Order to boost domestic critical mineral production
Notes/thoughts from PDAC 2025: Goldbug lives matter, everything else is just a critical mineral
Notes/thoughts from PDAC 2025: Goldbug lives matter, everything else is just a critical mineral
Boom, Bust and BS are back from PDAC
Boom, Bust and BS are back from PDAC
What are critical minerals really? (Guest Post by Amanda van Dyke)
What are critical minerals really? (Guest Post by Amanda van Dyke)
US Treasury Secretary in Ukraine to discuss critical minerals deal
US Treasury Secretary in Ukraine to discuss critical minerals deal
Doug Burgum’s US Interior appointment and NSC seat signal focus on energy and critical minerals
Doug Burgum’s US Interior appointment and NSC seat signal focus on energy and critical minerals
China invests $57 billion to control global supply of critical minerals
China invests $57 billion to control global supply of critical minerals
Canada pushes US critical mineral alliance to counter Trump’s tariff threat
Canada pushes US critical mineral alliance to counter Trump’s tariff threat
US Defence Department warns of urgent need to secure critical minerals
US Defence Department warns of urgent need to secure critical minerals
Tesla supplier, Panasonic Energy, plans to cut China supply for US EV battery production
Tesla supplier, Panasonic Energy, plans to cut China supply for US EV battery production
Can the US match China’s critical mineral stockpiles?
Can the US match China’s critical mineral stockpiles?
Resource protectionism on the rise as critical minerals race intensifies
Resource protectionism on the rise as critical minerals race intensifies
The UK’s critical mineral and energy supply, between revolution and disaster
The UK’s critical mineral and energy supply, between revolution and disaster
Trump promises fully expedited permits, including environmental approvals, for any company investing one billion dollars
Trump promises fully expedited permits, including environmental approvals, for any company investing one billion dollars
Google’s ground-breaking quantum chip needs critical minerals
Google’s ground-breaking quantum chip needs critical minerals
Australia invests $25 million in international critical minerals partnerships
Australia invests $25 million in international critical minerals partnerships
Military junta in Niger seizes uranium mine from Orano
Military junta in Niger seizes uranium mine from Orano
UK expands critical mineral list to 34 minerals, 17 new additions
UK expands critical mineral list to 34 minerals, 17 new additions
China’s gallium and germanium export restrictions could cost US economy $9 billion
China’s gallium and germanium export restrictions could cost US economy $9 billion
India’s demand for critical minerals to grow “exponentially”, with supply chain risks
India’s demand for critical minerals to grow “exponentially”, with supply chain risks
EU and UK set up financing for purchase of critical minerals
EU and UK set up financing for purchase of critical minerals
Lithium, Cobalt, Graphite and Rare Earths ranked as “most critical” minerals for energy transition
Lithium, Cobalt, Graphite and Rare Earths ranked as “most critical” minerals for energy transition
Volatility hits critical Zinc supply
Volatility hits critical Zinc supply
China set to tighten its dominance of refined critical minerals
China set to tighten its dominance of refined critical minerals
Global renewable energy capacity to increase nearly x3 by 2030
Global renewable energy capacity to increase nearly x3 by 2030
Why are antimony prices exploding
Why are antimony prices exploding
The hunt for scandium has started
The hunt for scandium has started
Refining is the chokepoint
Refining is the chokepoint
Fluorspar: the EV critical mineral no one has heard of
Fluorspar: the EV critical mineral no one has heard of
Critical mineral production becomes more geographically concentrated in 2023
Critical mineral production becomes more geographically concentrated in 2023
Russia’s military scramble for African critical minerals
Russia’s military scramble for African critical minerals
US miners vs US automakers
US miners vs US automakers
Is there enough tin supply to hold the tech revolution together?
Is there enough tin supply to hold the tech revolution together?
Germany struggles to avoid another geopolitical disaster, this time over critical minerals
Germany struggles to avoid another geopolitical disaster, this time over critical minerals
The canary in the gallium and germanium mine
The canary in the gallium and germanium mine
The Energy Transition disrupted
The Energy Transition disrupted
Military rearmament is just getting started — without enough critical minerals
Military rearmament is just getting started — without enough critical minerals
Latin America’s “Lithium Triangle”: opportunities and risks for US investors
Latin America’s “Lithium Triangle”: opportunities and risks for US investors
The mining industry is running out of miners
The mining industry is running out of miners
Manganese: the forgotten metal set to electrify markets
Manganese: the forgotten metal set to electrify markets
Critical mineral listing too late to secure copper supply
Critical mineral listing too late to secure copper supply
Australia’s mining industry pivots to US investors
Australia’s mining industry pivots to US investors
Nickel supply has a Russia problem
Nickel supply has a Russia problem
Don’t count cobalt out in the long-term
Don’t count cobalt out in the long-term
The rise of India
The rise of India
US Military and Critical Minerals: The New Arms Race
US Military and Critical Minerals: The New Arms Race

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Aug 13, 2026
Bank of America launches $250 billion infrastructure initiative covering critical minerals, AI and energy
Aug 11, 2026
How Bahia Metals is advancing a production opportunity as a cornerstone to a new sulphide nickel copper district in Brazil
Aug 10, 2026
World’s 50 biggest miners valued at $2.17 trillion as BHP opens record lead

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