Critical Minerals and Energy Intelligence. Stay Ahead.

Donald Trump

Trump prioritises domestic mining and processing in Executive Orders

January 21, 2025

A series of executive orders, signed by President Donald Trump, prioritise domestic energy and critical mineral mining development with a radical focus on revoking permitting regulations. The new National Energy Emergency prioritises "energy and critical minerals (“energy”) identification, leasing, development,...

Canada pushes US critical mineral alliance to counter Trump’s tariff threat

January 15, 2025

UPDATED: Jan 16 with new quotes on critical mineral price floor. Canada wants to accelerate the critical mineral strategic alliance with the US, according to key officials, as the country works to persuade incoming President Trump not to impose significant...

The end of net-zero targets

January 14, 2025

At start of a new year, we normally take a step back from our weekly focus on the granular details of specific metals, individual policies, etc, and take a macro view, examining the bigger picture and underlying trends. At the...

Trump promises fully expedited permits, including environmental approvals, for any company investing one billion dollars

December 10, 2024

Incoming president Donald Trump has announced fast track approval for any company investing US$1 billion, or more, into the United States. "Any person or company investing ONE BILLION DOLLARS, OR MORE, in the United States of America, will receive fully...

Crypto executives urge Trump to establish National Bitcoin Reserve as bitcoin nears $100,000

November 29, 2024

Leaders in crypto are lobbying President-Elect Donald Trump to create a national bitcoin reserve, as the value of bitcoin reaches for US$100,000/USD. The Washington Post reports the principal aim for crypto leaders is for the US Federal government to buy...

Crypto: the great experiment with a digital commodity

November 26, 2024

Bitcoin's market capitalization hit a staggering US$1.776 trillion as of November 15, 2024, surpassing the value of oil giant Saudi Aramco and silver. Many commodities would beg for such valuations — but, what if crypto was a commodity, a commodity from...

Trump wants to make mining American again

November 13, 2024

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...

America’s current critical mineral strategy threatens disaster

February 14, 2024

What would happen if global critical mineral supply fragmented due to geopolitical shocks? In a worst-case scenario with global markets splitting into two blocs, based on the 2022 UN vote on Russia’s war in Ukraine — the “US-Europe+ bloc” and...

Will the Inflation Reduction Act survive America’s 2024 election?

December 20, 2023

there is a political weakness at the foundation of the Inflation Reduction Act — it was passed only with Democrat party votes Republicans signaled plans to “gut” the legislation if elected but the mining industry, regardless of who wins, is set...