#rare-earths-and-critical-minerals

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#critical-minerals
fromFortune
4 weeks ago
World politics

Critical minerals demand snowballed to $2.5 trillion last year and could triple by 2030, UN projects | Fortune

World politics
fromThe Cipher Brief
3 days ago

America's "Most Dangerous Dependence": Can the U.S. Win the Critical Minerals Competition?

China's dominance in critical minerals creates significant vulnerabilities for the U.S. and poses a strategic challenge.
World politics
fromFortune
4 weeks ago

Critical minerals demand snowballed to $2.5 trillion last year and could triple by 2030, UN projects | Fortune

Critical mineral demand could triple by 2030 and quadruple by 2040, driven by digital economy and energy transition needs, with 2023 mineral trade reaching $2.5 trillion.
Environment
fromFast Company
3 days ago

Critical minerals are required to power AI data center demand

AI is driving unprecedented demand for energy storage solutions, particularly batteries, to support data centers and ensure grid stability.
Silicon Valley
fromSilicon Canals
2 days ago

U.S. and China control 90% of AI data centres - the Global South is building a different kind of AI - Silicon Canals

Frugal AI movements in the Global South aim to reclaim sovereignty by developing independent, low-cost AI systems for critical services.
#tesla
Cars
fromThe Verge
3 days ago

Tesla's sales recover slightly, but the trend lines are all bad

Tesla's sales increased 6% year over year, but the company faces significant challenges with declining sales and market share.
Cars
frominsideevs.com
2 days ago

Tesla Is Sitting On A Record 50,000 Unsold EVs

Tesla faces record unsold inventory as production exceeds deliveries, leading to a strategic shift in focus towards robotics and automation.
Cars
fromThe Verge
3 days ago

Tesla's sales recover slightly, but the trend lines are all bad

Tesla's sales increased 6% year over year, but the company faces significant challenges with declining sales and market share.
Science
fromEntrepreneur
3 days ago

There's Something on the Moon That Earth Desperately Needs - And It Could Be Worth Trillions

NASA's Artemis II mission aims to establish lunar colonies for mining helium-3 and other resources, creating a new off-world economy.
Venture
from24/7 Wall St.
3 days ago

Wall Street Backs Ur-Energy as a Top Made-in-America Uranium Play

Ur-Energy is rated a Buy with a C$3.25 target, benefiting from U.S. energy policies and domestic uranium production.
#russia
Russo-Ukrainian War
fromwww.aljazeera.com
3 days ago

Can Russia help fill the global energy gap?

Higher crude prices from the Strait of Hormuz disruption have increased Russia's energy export earnings, but its capacity is threatened by Ukrainian attacks.
Russo-Ukrainian War
fromwww.aljazeera.com
4 days ago

Can Russia help fill the global energy gap?

Higher crude prices from the Strait of Hormuz disruption have increased Russia's energy export earnings, but its capacity is threatened by Ukrainian attacks.
Russo-Ukrainian War
fromwww.aljazeera.com
3 days ago

Can Russia help fill the global energy gap?

Higher crude prices from the Strait of Hormuz disruption have increased Russia's energy export earnings, but its capacity is threatened by Ukrainian attacks.
Russo-Ukrainian War
fromwww.aljazeera.com
4 days ago

Can Russia help fill the global energy gap?

Higher crude prices from the Strait of Hormuz disruption have increased Russia's energy export earnings, but its capacity is threatened by Ukrainian attacks.
Business
from24/7 Wall St.
5 days ago

Sovereign Demand for Minerals Should Keep Lifting This Metals and Mining ETF

Governments are increasingly treating metals and minerals as strategic assets, creating a new demand floor for these resources.
European startups
fromFortune
3 days ago

Asia's AI playbook gets a reality check as the Iran war sends energy prices higher and snarls supply chains | Fortune

The AI boom in Asia is driving economic growth, but rising energy prices due to conflict may challenge its sustainability.
fromwww.aljazeera.com
4 days ago

Minerals for aid: Are new US health deals exploiting' African countries?

In late 2025, the United States shocked the world by suspending global health aid, leading experts to predict 700,000 additional deaths annually, primarily among children. This prompted the US to propose unusual bilateral health agreements with developing countries, which have drawn criticism for being exploitative.
Public health
fromTNW | Asia
4 days ago

South Korea turns to Russian naphtha as chip supply chain faces Middle East crisis

South Korea imports about 45 percent of its naphtha, a critical petrochemical feedstock, with roughly 77 percent of those imports historically arriving from the Middle East. That supply line is now, for all practical purposes, severed.
World news
Canada news
fromwww.cbc.ca
1 week ago

Canada backs rare earth mine in Nunavik with close ties to Trump White House | CBC News

Canada invests $175 million in a rare earth mine to secure jobs amid a strained Canada-U.S. relationship.
#china
fromwww.aljazeera.com
2 days ago
World politics

How China's teapot' refineries are cushioning it from Iran war oil crisis

Small independent refineries in China are enabling continued oil imports from Iran despite global market disruptions and geopolitical tensions.
fromFast Company
6 days ago
European startups

The China exposure every CEO must address

China's innovation, manufacturing, and geopolitical influence are reshaping the global business landscape beyond mere trade relations.
World politics
fromwww.aljazeera.com
2 days ago

How China's teapot' refineries are cushioning it from Iran war oil crisis

Small independent refineries in China are enabling continued oil imports from Iran despite global market disruptions and geopolitical tensions.
European startups
fromFast Company
6 days ago

The China exposure every CEO must address

China's innovation, manufacturing, and geopolitical influence are reshaping the global business landscape beyond mere trade relations.
Business
from24/7 Wall St.
3 days ago

Nio Price Prediction: Where Will The Auto Stock Be In 2030?

NIO Inc. achieved its first quarterly GAAP net profit in Q4 2025, raising questions about its recovery in a competitive market.
Cars
fromThe Verge
3 days ago

Despite EV headwinds, Rivian's sales are up

Rivian reports strong Q1 2026 sales and production growth, anticipating a historic year despite previous challenges and market competition.
Toronto startup
fromwww.cbc.ca
3 days ago

Ontario 'dead against' Stellantis talks to build Chinese EVs at Brampton plant: Ford | CBC News

Doug Ford criticizes Stellantis for potential collaboration with a Chinese manufacturer to build electric vehicles in Ontario, citing concerns for local autoworkers.
fromwww.theguardian.com
4 days ago

Lunar prospectors: the businesses looking to mine the moon

In the silent vacuum of space, five autonomous robots churn through the lunar surface, digging up a loose layer of rock and dust and leaving rows of uniform tracks in their wake. Stopping only to recharge at a central solar power station, the car-sized machines process the lunar dirt internally to extract a type of helium so rare on Earth that a palm-sized container is estimated to be worth millions.
Science
European startups
fromTNW | Cars
4 days ago

Geely will stop building factories and use Volvo's plants instead

Geely will stop building new car factories and focus on existing plants to meet global automotive demand.
Environment
fromwww.theguardian.com
4 days ago

Asia ramps up use of dirty fuels to cover energy shortfall triggered by Iran war

Asian governments are increasing coal use to address energy shortages caused by geopolitical conflicts, raising environmental concerns and calls for renewable energy investment.
Business
from24/7 Wall St.
3 days ago

BofA Upgrades Vale Amid Iran Conflict Selloff

Vale stock has rebounded despite geopolitical tensions, with Bank of America upgrading it to Buy due to strong operational performance and copper growth prospects.
#middle-east-conflict
World politics
fromwww.aljazeera.com
4 days ago

What can nations do to make up for the ongoing energy shortfall?

The Middle East conflict has disrupted 20% of the world's fuel supply, prompting countries to seek alternative energy sources.
World politics
fromwww.aljazeera.com
5 days ago

What can nations do to make up for the ongoing energy shortfall?

The Middle East conflict has disrupted 20% of the world's fuel supply, prompting countries to seek alternative energy sources.
World politics
fromwww.aljazeera.com
4 days ago

What can nations do to make up for the ongoing energy shortfall?

The Middle East conflict has disrupted 20% of the world's fuel supply, prompting countries to seek alternative energy sources.
World politics
fromwww.aljazeera.com
5 days ago

What can nations do to make up for the ongoing energy shortfall?

The Middle East conflict has disrupted 20% of the world's fuel supply, prompting countries to seek alternative energy sources.
fromTNW | China
4 days ago

China's Nexchip files for Hong Kong listing as $5 billion chip expansion accelerates

Nexchip Semiconductor is seeking a dual listing alongside its existing Shanghai shares, a move designed to tap international capital for what amounts to an industrial expansion of extraordinary scale.
European startups
Science
fromEntrepreneur
6 days ago

A Helium Shortage Is About to Hit the Chip Industry. Here's Why That's a Huge Problem.

A helium shortage due to damage in Qatar threatens chip production and various industries reliant on the gas.
fromLos Angeles Times
6 days ago

Next to Joshua Tree National Park, a mining company is staking its claim for rare earth minerals

"This is truly one of the most iconic landscapes in America," said Chance Wilcox, California desert program manager for the National Parks Conservation Assn., as he stood atop a rocky slope within the project footprint.
Environment
Business
from24/7 Wall St.
3 days ago

The Non-Defense Winner Investors Missed in the Iran War Supply Shock

Dow's stock surged 75% year-to-date due to strategic restructuring and favorable market conditions amid the Iran war.
fromThe Cipher Brief
3 days ago

Taking a Stand on Adversaries' Influence in the Western Hemisphere

The January 3rd Operation Absolute Resolve ousted Venezuelan Dictator Nicholas Maduro, marking a significant shift in US policy towards countering adversarial influence in the western hemisphere.
World politics
European startups
fromFortune
1 week ago

Elon Musk warns the U.S. could soon be producing more chips than we can turn on. And China doesn't have the same issue | Fortune

Electrical power limitations are hindering AI advancement in the U.S., unlike Chinese competitors who do not face the same issues.
World politics
fromFortune
4 days ago

The Iran war is accelerating plans for Southeast Asia to go nuclear. Experts say it won't be easy | Fortune

Southeast Asia is reconsidering nuclear energy due to rising energy prices and geopolitical tensions, with Vietnam leading the way in new nuclear projects.
Cars
frominsideevs.com
4 days ago

Land Rover's China-Market 'Freelander' Is The Rivian R2 You Can't Have

Freelander is a new joint venture brand between Jaguar Land Rover and Chery Automobile, featuring the Concept 97 SUV inspired by the original Freelander from 1997.
fromSilicon Canals
1 week ago

China now controls 92% of rare earth processing. Every Western EV and defense firm depends on a supply chain they can't replicate - Silicon Canals

China controls the overwhelming majority of global rare earth processing capacity, a figure that has remained structurally stable for nearly two decades despite sustained Western policy attention. The problem has never been geology. It's always been industrial chemistry at scale.
Environment
from24/7 Wall St.
6 days ago

Helium "Tsunami" to Hit Chipmakers -- The Surprising Winner to Profit From the Coming Shortage

Global helium consumption runs about 6 billion cubic feet per year. Qatar supplied a big slice until this month. With one-third of output sidelined, prices have already soared.
Business
Cars
fromSilicon Canals
6 days ago

Toyota faces aluminum supply risks as Strait of Hormuz tensions threaten the material EVs depend on - Silicon Canals

Electric vehicles are increasingly dependent on specialized aluminum from the Persian Gulf, highlighting vulnerabilities in supply chains amid regional instability.
European startups
fromTechCrunch
2 weeks ago

Inside a $1.1B deal to reshore critical minerals refining | TechCrunch

China controls over half the world's nickel refining capacity, prompting U.S. and European companies to develop domestic electrochemical refining technologies to reduce supply chain dependence.
#rare-earth-elements-supply-chain
European startups
fromComputerworld
3 weeks ago

Data mining? Old servers could become new source of rare earths

Korean smelter Korea Zinc negotiates with US tech firms to extract rare earth elements from retired data center equipment, addressing supply chain vulnerabilities created by Chinese export controls.
European startups
fromComputerworld
3 weeks ago

Data mining? Old servers could become new source of rare earths

Korean smelter Korea Zinc negotiates with US tech firms to extract rare earth elements from retired data center equipment, addressing supply chain vulnerabilities created by Chinese export controls.
#rare-earth-elements
fromFortune
3 weeks ago
World politics

Beijing's dominance in rare earth processing leaves others scrambling to close the gap: 'China is the leader, and the U.S. is far behind' | Fortune

World politics
fromFortune
3 weeks ago

Beijing's dominance in rare earth processing leaves others scrambling to close the gap: 'China is the leader, and the U.S. is far behind' | Fortune

China controls approximately 90% of global rare earth processing capacity, giving Beijing significant geopolitical leverage over critical industries including defense, semiconductors, and electric vehicles.
#rare-earths
US politics
fromFortune
2 months ago

Trump administration buys stake in USA Rare Earth as wave of government deals in critical minerals continues | Fortune

The U.S. government will invest $1.6 billion in USA Rare Earth, acquiring up to a 15% equity stake to bolster domestic critical minerals supply.
fromFast Company
2 months ago

The next hot career: Mining engineering

It's a little-known fact that Columbia University, in Manhattan, was home to the first mining school in America-the School of Mines-founded in 1864. For the past three decades, the university's program has been mothballed. Parts of its curriculum were subsumed into the more fashionable subjects of earth and environmental engineering. But next fall, Columbia University will offer a bachelor of science degree in mining engineering once again.
Higher education
World news
fromwww.theguardian.com
1 month ago

The Guardian view on the scramble for critical minerals: while powers vie for access, labourers die | Editorial

US strategic moves aim to secure DRC critical minerals through Project Vault and trade deals, risking exploitation while failing to build local processing capacity or protect communities.
#rare-earth-minerals
Science
from247wallst.com
2 months ago

The US Just Added Silver to Critical Minerals List And These Investments Will Benefit

Silver became a US critical mineral as industrial and technological demand outstrips production, driving physical-driven price surges and heightened central bank and ETF buying.
#greenland
fromFortune
2 months ago
World politics

Greenland rare earths mining developer sees stock spike nearly 150% in January as Trump annexation rhetoric triggers 'trepidation' | Fortune

fromFortune
2 months ago
US politics

Greenland's 1.5 million tons of rare earths might never get mined because there just aren't any roads to them | Fortune

fromFortune
2 months ago
US politics

These are the 3 big hurdles to Trump's plan to extract Greenland's mineral wealth | Fortune

fromFortune
2 months ago
World politics

Greenland rare earths mining developer sees stock spike nearly 150% in January as Trump annexation rhetoric triggers 'trepidation' | Fortune

fromFortune
2 months ago
US politics

Greenland's 1.5 million tons of rare earths might never get mined because there just aren't any roads to them | Fortune

fromFortune
2 months ago
US politics

These are the 3 big hurdles to Trump's plan to extract Greenland's mineral wealth | Fortune

US politics
fromTheregister
2 months ago

Greenland has rare earths, but they're really hard to mine

Greenland contains significant rare earth and critical mineral reserves, but extracting and processing them commercially is currently impractical.
fromTheregister
2 months ago

Copper supplies set to peak just as tech needs more

However, a study by financial analyst S&P Global estimates that worldwide production of the metal will peak in 2030 at 33 million metric tons, while demand is forecast to continue growing to reach 42 million metric tons by 2040 - a 50 percent increase from current levels, creating a supply shortfall of about 10 million metric tons without meaningful expansion.
Business
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