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Gold's 26.8 percent retreat on the London Fixing is testing transaction assumptions, but Eldorado-Foran, Zijin-Allied, and Newmont's $4.2–$4.8 billion Red Chris block-cave evaluation show why cycle resilience beats peak-price narratives.
Global lithium demand will more than triple between now and 2050, requiring the equivalent of 134 new mines and more than $100 billion in investment before…
The US government has spent the past eighteen months deploying capital into critical minerals at a pace and in a form that has no real precedent…
Can US financing rebuild its rare earth supply chain? Explore China’s processing dominance, government-backed investment, and the risks facing domestic production.
JPMorganChase has launched a decade-long initiative to finance strategic industries, including critical-mineral mining and processing. Its investment in Perpetua Resources offers a concrete example of its…
NEW YORK/BUENOS AIRES — The United States and Argentina have launched the Andes-Atlantic Corridor, an infrastructure initiative designed to connect Argentina’s mineral-producing regions and energy resources…
Copper processing and logistics infrastructure reflect the supply-chain pressures shaping the market. Copper is trading close to record levels as Chinese manufacturers rebuild inventories ahead of…
The US-Ukraine Reconstruction Investment Fund has approved its first critical minerals investment, creating a roughly $30 million platform with BGV Group to develop early-stage mining projects…
The US strategic critical minerals reserve has moved closer to physical procurement. On 23 September 2026, Glencore and Mercuria became the first two participants in VaultCo,…
Lithium brine ponds and processing infrastructure in Argentina’s Andean mining corridor. The United States plans to provide up to $7 billion in financing for Argentine mineral…
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