The rare earth supply chain is still being built in pieces The US is putting billions of dollars behind a domestic rare earths industry, but much of the material is still moving to Asia. According to a Financial Times report,

Molybdenum is no longer trading like a simple steel by-product Molybdenum’s latest price move should not be read as another routine rally tied to stainless steel or the industrial cycle. It is part of a broader shift in the critical

US uranium production is finally moving again The US uranium industry is showing its clearest signs of recovery in nearly a decade. Domestic uranium concentrate production rose to 2.1 million pounds U3O8 in 2025, up from 657,000 pounds in 2024.

Canada and Japan are moving beyond broad supply-chain pledges Canada and Japan are considering a more direct partnership covering the production, purchase and storage of critical minerals used in batteries, advanced manufacturing and defence. The discussions include potential joint mining

Oil prices are rapidly giving back the war premium Crude prices fell about 4% Wednesday as improving tanker movement through the Strait of Hormuz reduced fears of prolonged supply disruption. West Texas Intermediate reached an intraday low of $69.63 a

Beijing is targeting two pillars of the US rare-earth strategy China has imposed new export restrictions on MP Materials and USA Rare Earth, two companies at the centre of Washington’s effort to reduce its dependence on Chinese critical minerals. Both

Tanker traffic is finally beginning to recover Commercial oil traffic through the Strait of Hormuz increased sharply Thursday as the United States and Iran began implementing their agreement to reopen the critical sea lane. At least 20 oil tankers completed

Goldman is still bullish on gold, just less aggressively so Goldman Sachs has been one of Wall Street’s most consistent gold bulls over the past two years, so a $500 reduction in its year-end target matters even if the bank

The market liked the deal headline, but oil is not going back to normal overnight Crude sold off after reports that Washington and Tehran had agreed to the terms of a peace deal and that the Strait of Hormuz would

Gold and silver opened weaker after another hot inflation print Gold and silver both edged lower in early US trading Thursday as a stronger-than-expected PPI report kept pressure on the precious metals complex. Spot gold was trading near $4,063.50 an