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Critical Minerals and Energy Intelligence

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Over $750 billion needed for energy mineral supply to meet demand
Over $750 billion needed for energy mineral supply to meet demand
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
US launches $12 billion strategic minerals stockpile
US launches $12 billion strategic minerals stockpile
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
Gold, uranium, tungsten, graphite, other metals, exempted from US global tariffs with new Trump directive
Gold, uranium, tungsten, graphite, other metals, exempted from US global tariffs with new Trump directive
Is this the “shale moment” for critical mineral mining in the US?
Is this the “shale moment” for critical mineral mining in the US?
93.5% US tariff hits Chinese graphite as part of anti-dumping duties — and may go higher
93.5% US tariff hits Chinese graphite as part of anti-dumping duties — and may go higher
Mining needs $500–600 billion by 2040 to meet Energy Transition goals
Mining needs $500–600 billion by 2040 to meet Energy Transition goals
US graphite association calls for 920% tariffs on Chinese imports
US graphite association calls for 920% tariffs on Chinese imports
List of NATO’s top critical minerals released, including aluminium, cobalt, gallium, germanium
List of NATO’s top critical minerals released, including aluminium, cobalt, gallium, germanium
China bans exports of gallium, germanium and antimony to the US
China bans exports of gallium, germanium and antimony to the US
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
China set to tighten its dominance of refined critical minerals
China set to tighten its dominance of refined critical minerals
Mining industry needs US$2.1 trillion investment by 2050 to meet net-zero demand for metals
Mining industry needs US$2.1 trillion investment by 2050 to meet net-zero demand for metals
Refining is the chokepoint
Refining is the chokepoint
The canary in the gallium and germanium mine
The canary in the gallium and germanium mine
US metals demand set to soar on Biden’s big bets on clean economy
US metals demand set to soar on Biden’s big bets on clean economy
Graphite mining at turning point
Graphite mining at turning point
Stellar electric vehicle sales keep focus on tight metal markets
Stellar electric vehicle sales keep focus on tight metal markets

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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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