US-EU Trade
The geopolitical landscape was rocked in early 2026 by the so-called "Greenland Episode," a diplomatic and economic confrontation that has pushed the relationship between the United States and the European Union to its lowest point in decades. What began as a renewed U.S. strategic interest in the
Rare Earths
In a move that has sent shockwaves through global commodities markets, rare earth and critical materials stocks suffered a sharp sell-off this week following the U.S. administration's announcement of a "tariff floor" policy. The new regulatory framework, unveiled by Vice President J.D. Vance during
Silver
As of early February 2026, the global silver market has officially transitioned from a speculative precious metal into one of the world's most vital industrial commodities. Following a landmark decision by the U.S. Geological Survey (USGS) to add silver to its Critical Minerals List (CML), the metal
Greenland
In a move that has significantly calmed global markets and redirected the course of Arctic geopolitics, the Trump administration officially unveiled its updated "Joint Arctic Security & Resource Framework" for Greenland. Announced on January 21, 2026, at the World Economic Forum in Davos, the new policy represents a
Rare Earths
In a definitive move to secure the nation’s technological and military future, the U.S. government has announced a landmark $1.6 billion investment in USA Rare Earth, Inc. (Nasdaq: USAR), taking a 10% equity stake in the company. This massive capital injection, finalized on January 26, 2026, represents
Energy Fuels
In a landmark move that signals a decisive shift in the global critical minerals landscape, U.S. uranium and rare earths leader Energy Fuels Inc. (NYSE American: UUUU) (TSX: EFR) has announced a definitive agreement to acquire Australian Strategic Materials Ltd (ASX: ASM) for approximately $300 million (A$447 million)
Trump
Major U.S. equity markets surged on Wednesday after President Donald Trump announced a pivotal shift in his administration's Arctic strategy, backing away from a proposed "Greenland Tax" that had threatened to ignite a trade war with European allies. The Dow Jones Industrial Average, S&
Washington Accords
In a historic geopolitical shift that aims to redraw the map of the global energy transition, the United States and the Democratic Republic of Congo (DRC) have finalized the "Washington Accords." This strategic mineral pact, cemented in early 2026, represents a bold maneuver by the U.S. to
Belt and Road Initiative
In a definitive shift that has sent ripples through global commodity markets, a landmark report released on January 18, 2026, by the Green Finance & Development Center (GFDC) and Griffith University has unveiled a massive resurgence in China’s Belt and Road Initiative (BRI). Beijing has committed a record-breaking $213.
Future Minerals Forum
RIYADH, Saudi Arabia — As the doors opened today at the King Abdulaziz International Conference Center for the fifth annual Future Minerals Forum (FMF) 2026, the atmosphere among the world’s mining elite was one of calculated urgency. While the "Super Region" stretching from Africa to Central Asia remains
Mining
As of January 6, 2026, Canada stands at a critical crossroads in its ambition to become a global "critical minerals superpower." Despite possessing some of the world’s most significant deposits of copper, lithium, and nickel—essential for the global energy transition—the nation’s mining sector is
graphite mining
As of late 2025, the global energy transition has reached a critical inflection point, marked by a series of technological and legislative breakthroughs in the ultra-high purity graphite supply chain. Long considered the "Achilles' heel" of the Western electric vehicle (EV) market due to China’s near-total