Yttrium at $1,150 a Kilogram: Japan’s Supply Crisis Is Now a US Defense Problem
China's export cutoff has left Japan months from running out of a metal that coats jet engines and chipmaking equipment.…
Mining Finance
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Brazil’s Supreme Court Suspends Volta Grande Installation Licence as Indigenous Settlement Awaits Approval
Brazil’s Supreme Federal Court has temporarily suspended the installation licence for Belo Sun Mining’s Volta Grande gold project in Pará…
Lithium Demand Could Require 134 New Mines and $100 Billion by 2050
Global lithium demand will more than triple between now and 2050, requiring the equivalent of 134 new mines and more…
Canada’s New Investment Rules Put Critical Minerals Deals Under Tighter Scrutiny
Canada is changing how it screens foreign investment in critical minerals. The new rules extend beyond outright acquisitions. They reach…
Market Intelligence
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Project Vault Received Its First Copper Delivery. The Metal Came From a Mine Majority-Owned by China.
The United States has taken its first physical delivery of copper into Project Vault. The $12 billion strategic minerals reserve…
US Holds Second Round of Undisclosed Talks With Myanmar’s Military-Backed Government on Heavy Rare Earths
The United States and Myanmar’s military-backed government met in Tokyo last week for the second time in a month, according…
How the US Government Is Financing Its Critical Minerals Industry
The US government has spent the past eighteen months deploying capital into critical minerals at a pace and in a…
GEM: Lithium Faces the Greatest Supply Shortage by 2035, While Rare Earth Magnets Remain Most Vulnerable
A Santiago-based consultancy has drawn a distinction that most critical-mineral forecasts miss. Scarcity and fragility are not the same problem.…
Metals Prices
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Project Vault: Aerospace Industry Warns US Critical Minerals Stockpile Could Push Prices Higher
The US government’s US$12 billion Project Vault aims to protect manufacturers from critical minerals shortages. But the aerospace industry warns…
Westwin’s Natchez Nickel Refinery: A $502M Bet on US Class 1 Supply
Westwin Elements plans to spend $502 million over the next five years on the Westwin Natchez nickel refinery, a commercial-scale,…
South Africa’s Diamond Mines Face Capital Pressure as Production and Prices Diverge
South African diamond mines face falling prices, capital pressure and restructuring. Venetia, Cullinan and Finsch reveal the sector’s investment risks.
Lithium Price Forecast 2026: Warrant Destocking Meets Restarts
Lithium brine evaporation ponds and processing infrastructure. By Charles Pitts Lithium carbonate futures fell more than 3% in a single…
Investment & Project Finance
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US Rare Earth Strategy: Can New Financing Rebuild the Supply Chain?
Can US financing rebuild its rare earth supply chain? Explore China’s processing dominance, government-backed investment, and the risks facing domestic…
JPMorgan’s $1.5 Trillion Initiative: Can Bank Financing Close the Critical Minerals Gap?
JPMorganChase has launched a decade-long initiative to finance strategic industries, including critical-mineral mining and processing. Its investment in Perpetua Resources…
Why US States Are Competing for Critical-Minerals Investment — and What Missouri’s 2027 Credit Offers
A critical-minerals processing plant requires significant upfront capital. Increasingly, U.S. states want to influence where that investment lands. The competition…
Critical Minerals Governance Faces a Funding Squeeze as Donor Priorities Shift
Critical minerals governance funding faces pressure as donor priorities shift. Explore TAI's findings on mining oversight, accountability and funding gaps.
M&A & Consolidation
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USA Rare Earth Breaks Ground on $1.2B South Carolina Magnet Plant After Serra Verde Acquisition
The project advances US magnet manufacturing while a separate government-backed offtake structure supports Serra Verde's Brazilian rare earth production, strengthening…
Copper Supply Watch: Marula Acquires Kinusi in Tanzania
Representative documentary view of a shallow copper operation in central Tanzania. Kenya-based Marula Mining is moving to take full ownership…
Mining M&A Deals: First Quantum Caps Jiangxi Stake
The Cobre Panamá copper operation in Panama remains central to First Quantum’s financial and strategic outlook. By Charles Pitts First…
Titan Lithium Bids A$333M for Global Lithium at 73% Premium
Western Australian hard-rock lithium development infrastructure in the Goldfields region. Titan Australia Mining, a subsidiary of UAE-headquartered critical minerals group…
IPO & Equity Watch
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Hemlo Blackout Slows Gold Ramp-Up as Shares Slide
An underground power system in a hard-rock mining operation. By Penny Langford Hemlo Mining shares fell sharply after a temporary…
Kaoko Metals Share Price: A$20m Raise Accelerates Namibia Copper Drilling
Kaoko Metals (ASX: KAO) has raised A$20 million to accelerate exploration at its Chalkos Copper-Silver Project in north-west Namibia, just…
Vale shelves base metals IPO as Brazil opposition builds
Copper and nickel processing infrastructure in Brazil’s Carajás region. By Charles Pitts Vale has indefinitely shelved plans to list its…
Barrick and Newmont Settle Nevada Dispute with $1.9B Deal Ahead of North American IPO
Nevada Gold Mines complex in northern Nevada. By Charles Pitts Barrick Mining and Newmont have settled their long-running dispute over…
Debt & Streaming
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Global Atomic Wins $414M US Loan for Niger Uranium Mine
By Charles Pitts Global Atomic Corp. has secured conditional approval for up to US$414.2 million in U.S. government-backed debt financing…
Aura Minerals Lands $200M Loan for Guatemala Gold Build
By Charles Pitts Aura Minerals has secured a $200 million syndicated loan to support its growth program in the Americas,…
Generation Mining Secures $11M Ontario Loan for Marathon
Representative view of a copper-palladium processing complex under construction in Northwestern Ontario. By Mo Shine Generation Mining has agreed to…
Skillings Mining Intelligence: Streaming Scale, M&A Premiums and the Copper Tariff Test
By Charles Pitts Mining investors are navigating three connected signals: copper’s retreat from a record as U.S. tariff expectations cool,…
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