US pours billions into critical minerals to loosen China's grip, with stockpile build-out accelerating
Washington is scaling funding and strategic stockpiles for critical minerals, a push underscored by Trump-Xi talks where rare earth magnets drew analyst scrutin
Seeking Alpha · +4 outlets
NMDC commissions Rs 5,427 crore integrated iron ore processing, slurry pipeline and pellet project in Chhattisgarh
The state-run miner's Bastar complex adds 2 MTPA of pellet capacity plus processing and slurry transport infrastructure, expanding India's domestic iron ore val
businessnewsthisweek.com · +8 outlets
Bain and JPMorgan back $75M Nevada rare earth plant aimed at closing US supply gap
Private capital and bank financing are flowing into US rare earth processing capacity, though industry participants flag a shortage of skilled workers.
Discovery Alert · +4 outlets
Iron ore prices slip back below $100 a tonne as Chinese market narrows
Benchmark iron ore retreated under $100/t with futures little changed, signaling softer Chinese demand for the steelmaking raw material.
IndexBox · +11 outlets
Xi departs Washington after three-day state visit amid rare earth questions
The summit ended without firm resolution on rare earth supply, with commentators describing the truce as fragile.
Hiru News · +13 outlets
Quantum computing could cut US reliance on China for rare earths, Pasqal CEO says
The quantum firm argues simulation could reduce dependence on Chinese rare earth processing, a claim that drew wide syndication.
IndexBox · +7 outlets
Greenland deal boosts critical minerals stocks as US stockpile push accelerates
Critical minerals equities rallied on the Greenland agreement and expanding US strategic stockpiles.
Asianet Newsable · +5 outlets
Nigeria and US sign mineral investment pact amid strategic and economic questions
The agreement deepens US access to Nigerian minerals as Washington competes for critical resources.
Nigeria Info FM · +8 outlets
Australia and China join forces to decarbonise the steel industry
The two countries are cooperating on lower-emission steelmaking, linking Australia's ore exports to Chinese production.
GMK Center
GM's five-year rare earth bet starts paying off
The automaker's long-running effort to secure magnet and rare earth supply is showing results as sourcing shifts away from China.
Yahoo Finance
US deal on Greenland may narrow China's Arctic space
The agreement could constrain Chinese access to Arctic resources and shipping routes.
South China Morning Post · +14 outlets
Merdeka Battery profit surges 830% as downstream nickel strategy pays off
The Indonesian nickel processor's downstream investments drove a sharp earnings jump.
InvestorTrust
Odisha iron ore prices hit over four-month high on tight supply, weak demand caps upside
Indian domestic iron ore prices rose on constrained availability even as downstream steel demand stayed soft.
BigMint
Global resource competition intensifies beyond high-profile wars, analysis says
Access to minerals and energy is increasingly the central axis of geopolitical rivalry.
Awani International · +2 outlets
Southern Copper in focus as copper extends record run
Copper's rally keeps attention on major producers such as Southern Copper.
Kalkine Media · +4 outlets
Malaysia's rare earth ambitions need more than an export ban, analysts say
Kuala Lumpur's push from mine to magnet faces downstream capability gaps beyond raw ore controls.
NST Online · +8 outlets
Andrew Forrest and the Fortescue iron ore gamble
The Fortescue founder's iron ore strategy faces scrutiny as prices and Chinese demand shift.
nett.com.au
Rare earth stocks draw investor attention as supply chains shift beyond China
Investors are comparing rare earth and diversified miners including Lynas and Mineral Resources as sourcing diversifies.
simplywall.st