Lula’s Brazil win puts rare earths in Trump’s crosshairs
Brazilian President Luiz Inácio Lula da Silva’s election victory is set to sustain the country’s push to process more of its vast rare earth reserves…
Oil and Gas
Brazil survey plan could give big miners first claims
Brazil’s geological survey is considering giving companies that help pay for airborne surveys temporary exclusive access to the results, raising concerns that large funders could…
US, Argentina launch ‘Andes-Atlantic Corridor” with up to $7B backing
The U.S. Export-Import Bank (EXIM) will finance up to $7 billion in Argentine critical minerals and energy projects as Washington seeks to strengthen its access…
Editorial: The money is already here
Despite a sharp escalation in the Canada-U.S. trade dispute, global investors are already voting with their wallets ahead of Prime Minister Mark Carney’s Sept. 14-15…
Rio’s Barton joins Carney’s $1T investment drive
Prime Minister Mark Carney has named Rio Tinto (LSE, ASX, NYSE: RIO) chair Dominic Barton to lead Invest in Canada’s board as Ottawa expands the…
Canada bets on digital hub to speed mine permitting
Canada is using a centralized digital platform to help accelerate reviews of major mining and infrastructure projects by giving regulators, companies, Indigenous communities and the…
Canada’s 20-year mine timeline hits multibillion-dollar wall: report
Canada’s lengthy mine development process is putting billions of dollars in potential critical minerals investment at risk as competing jurisdictions move projects into production years…
Opinion: The world of cheap oil is gone
Are we living in the 1970s? I can’t tell you, I wasn’t there, but it’s an interesting analogy. Then, as today, we have the fear of inflation, the eroding value of cash and now spiking oil…
Oil shock could sharply raise mining costs: BMO
If crude hits $100 a barrel, mining costs could rise about 20% for iron ore, 16% for copper and 9% for gold.
US pours $1B into Latin America critical minerals
The United States has poured more than $1 billion into critical minerals investments across Latin America since January 2025, signalling a more assertive effort by…
Middle East conflict jolts energy and metals markets
BMO analysts warn disruptions to oil, chemicals and minerals could reshape commodity markets if tensions persist.
Opinion: Will energy eclipse critical metals as a hedge?
What does Europe, a continent starved for commodities, do when it faces future shortages of critical minerals and energy? According to European Commission President Ursula von der…