MARKETS
COMMODITIES

Molybdenum’s Rally Signals a New Critical Minerals Substitution Trade
Molybdenum is no longer trading like a simple steel by-product

US Uranium Output Triples as Nuclear Revival Gains Momentum
US uranium production is finally moving again The US uranium

Canada and Japan Explore Joint Critical Minerals Stockpile to Reduce China Reliance
Canada and Japan are moving beyond broad supply-chain pledges Canada

US Crude Falls Below $70 as Hormuz Tanker Traffic Recovers
Oil prices are rapidly giving back the war premium Crude
