Other Commodities
Nickel Bull Unleashed: Yildirim Charges Into $2B Battery Metal Blitz
Robert Yuksel Yildirim isn’t tiptoeing into the nickel business—he’s charging in. The Turkish billionaire and chairman of Yildirim Holding has launched a $2 billion acquisition spree aimed at securing a commanding presence in the global nickel market, directly …
Trump Launches Full-Scale Tariff Probe Into U.S. Critical Mineral Imports
In a sweeping escalation of his economic strategy, President Donald Trump has launched a Section 232 national security investigation into all U.S. critical mineral imports, a move poised to shake global supply chains and rattle international trade partners, …
Periodic Table? More Like Political Table—And China’s Flipping It
In a geopolitical chess match growing more intense by the day, China has made its next move: restricting the export of seven key rare earth elements that power everything from smartphones to fighter jets. While many of these elements are relatively common in …
Canadian Oil’s Comeback: Eric Nuttall’s April 2025 Top Picks
Eric Nuttall isn’t just another name in the Canadian energy space—he’s one of the most closely watched voices in the industry. As a partner and senior portfolio manager at Ninepoint Partners, his words often ripple through oil markets. On April 15, 2025, …
U.S. Auto Giants Tesla, GM, Rivian, and Ford Hit Hard by China’s Critical Minerals Crackdown
The electric vehicle revolution in the United States just hit a roadblock—one paved with rare earth minerals. On April 4, 2025, Beijing slammed the brakes on exports of six critical rare earth elements to the United States, targeting the very heart of EV …
No More “No-va” Scotia: Premier Tim Houston’s Mineral Mash-Up
Premier Tim Houston’s recent X post wasn’t just a pep rally for Nova Scotia’s clean energy future—it was a spotlight on the province’s untapped riches, including a mineral that’s got the world buzzing: antimony. “Nova Scotia has what the world needs—critical …
Coal to Run Robots: Trump’s AI Energy Gambit
In a move that is both audacious and politically charged, President Donald Trump has launched a sweeping new initiative aimed at revitalizing the long-declining coal industry in the United States. His objective? Powering the energy-hungry backbone of the …
Heavy Metal Politics: Rare Earths Are the New Missiles
In a bold geopolitical countermove, China has fired back at sweeping US tariffs by tightening its grip on the global supply of rare earth elements—an essential cluster of minerals powering everything from smartphones and electric vehicles to advanced military …
China’s Grip on Critical Minerals Is America’s New Energy Nightmare
For much of the 20th century, the concept of energy security revolved around oil. It was oil that sparked geopolitical battles, shaped foreign policy, and triggered national panic when imports became uncertain. The 1970s oil embargo burned itself into the …
Senate Foreign Relations Chair Warns Against China's Mineral Monopoly
The global race for critical minerals is no longer just an economic rivalry—it’s a national security showdown. At the heart of this growing crisis lies a dangerous dependency: the United States' reliance on China for the majority of its critical mineral needs. …
