Newsletter
China's Retaliatory Strike: MP Materials and USA Rare Earth Blacklisted
Forget the subtle chess matches of traditional diplomacy; Beijing has opted to turn over the global resource game board. In a swift escalation of the ongoing technological and trade feud between the world's two largest economies, China’s Ministry of Commerce …
China Slams G-7 'Small Cliques' Over New Critical Mineral Export Rules
High school never really ends; it just relocates to luxury European lakeside summits.
BHP CEO-Elect Defends US$15.3 Billion Total Price Tag for Jansen Potash Complex
Saskatchewan’s subterranean pink gold has a habit of demanding a king’s ransom before it yields a single tonne of fertilizer, and global mining heavyweight BHP Group (ASX: BHP) is the latest to pay the premium. Rather than pulling back on its massive Jansen …
Trump’s Looming Copper Tariffs Paralyze Global Metal Markets
The global copper market is currently trapped in a high-stakes game of financial chicken, and the dealer holding all the cards sits right in the Oval Office.
Energy Fuels Secures $725 Million Pentagon Commitment for Critical Minerals
When Uncle Sam decides to break up a monopoly, he doesn't just write a sternly worded letter; he cuts a nine-figure check.
Manitoba’s "Mine, Baby, Mine" Moment: A Shift Toward Saskatchewan-Style Growth
Manitoba is looking to dig its way to economic prosperity, with Premier Wab Kinew borrowing a page from the playbook of its western neighbor, Saskatchewan.
G7 Sets 2030 Deadline to Cap Rare Earth Dependence on China
The Group of Seven has officially signaled a collective pivot away from their heavy reliance on Chinese supply chains for the materials that keep the modern world humming.
The Eye of the Market Storm: How Rick Rule Finds Value in the Silence
Finding value in the junior mining sector has become an exercise in patience and precision, according to resource investing legend Rick Rule.
Gold's Dramatic Pullback: Why Wall Street Insiders Are Calling It a Market Reset
If you bought into the precious metals rally earlier this year expecting a smooth, uninterrupted ride to the upper atmosphere, the subsequent plunge from January’s peak down to the current $4,320 range has likely triggered a severe case of financial whiplash.
Department of War Commits $500 Million to Phoenix Tailings for New "Freedom Facility"
The American industrial landscape has long suffered from a glaring, strategic soft spot: the midstream processing of rare earth elements. While the United States has successfully boosted raw extraction efforts, the alchemy required to transform those raw …