MARKETS
COMMODITIES

US-Backed Rare Earths Are Flowing to Asia as Magnet Capacity Lags at Home
The rare earth supply chain is still being built in

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
