Topic
Raw materials such as lithium, cobalt, rare earths, and copper that are essential for electronics, batteries, and defense technology.
Seoul's first statutory resource security plan promises a 50% Middle East crude share by 2035 and 13 more state-managed minerals, but the only money on the table this year is a freight subsidy capped at the levies refiners paid.
Reality
An open-access hub built by the refurbishment company Back Market with nine outside experts links cobalt, lithium and eight other metals to the places they are dug out of, alongside a six-country survey of what buyers know.
Reality
ENRG began trading on NYSE Arca on September 22 holding 25 to 50 names. The rising data-center electricity demand behind the pitch reaches that book through uranium, copper and pipeline tolls. Two-thirds of its oil and gas producers are American.
Reality
The WTO puts AI-enabling goods up 42% year over year at 18.7% of world merchandise trade. Semiconductors in the same quarter grew 25%, so the faster growth sits in processors and data transmission equipment.
Reality
Mark Paoletta's June 2025 opinion, reviewed by Semafor, called the deal necessary to avoid an imminent threat to human life and government property. The Pentagon has since taken equity or warrants in at least 10 companies.
Reality
Canada's search for partners outside Washington now has a work order behind it, because the two governments told their space agencies and defence ministries to share infrastructure. The gas Macron asked for still waits on contracts.
Reality
Chinese customs figures for August show every rare-earth and critical-mineral line tracked into Japan below year-earlier volume for a second month, with the declines running from 11.2 per cent to 94.7 per cent.
Reality
About 300 investment executives managing more than $120 trillion came to a Toronto hotel to hear Canada's pitch on minerals, energy and trade access. Ottawa's new offer this week was faster tax rulings for investments above $1 billion.
Perspective Coverage
3 publishersReality
Thirteen documents came out of Shavkat Mirziyoyev's state visit to Seoul. The Blue House ties any widening of project cooperation to feasibility studies still to come. The Export-Import Bank of Korea has promised to explore financing.
Reality
A draft State Department letter tells the 35 signatories of June's AI Opportunity Statement they cannot also join Beijing's framework. Hedging jurisdictions now carry a political condition.
Reality
A study of Copperbelt geology and plant throughput estimates that 25 years of cobalt hydroxide shipments carried natural uranium, less than a tenth of it declared to the IAEA. The DRC is now testing outgoing loads.
Reality
The demonstration line recovers 98 percent of the cesium and 95 percent of the rubidium from residue that lithium refiners used to discard, which ties two specialty metals to somebody else's lithium throughput rather than to their own demand.
Reality
The framework is built so that a predicted mineral concentration cannot come out negative, and its real target is parameters no experiment supplies, which is also why the account leaves its accuracy unpriced.
Reality
Works in Progress argues that landfill beats the recycling bin for much of what we discard. The evidence it supplies is mostly reuse breakeven arithmetic, and that is the half a procurement team can check.
Reality
The DOE's new $500 million goes mostly to feedstock, not weapons. And the gap between Pentagon battery buying and automotive battery capex is roughly 90 to 1.
Reality
Reuters reports a draft telling AI Opportunity Statement signatories that Pax Silica is incompatible with rival initiatives. Kazakhstan, in both, is the test case.
Reality