SME New York: Critical minerals boom lifts dealmaking
Global mining M&A is gaining momentum this year, driven by a surge in critical minerals deals, rising government intervention and a shift towards supply chain security, speakers said this week…
United States
European Union targets tungsten, rare earths stockpile to counter China’s grip
The European Union has shortlisted tungsten, rare earths and gallium for its first coordinated stockpile of critical minerals as the bloc steps up efforts to reduce dependence on China for…
Jeff Currie sees gold price pullback before $10,000 run
Gold may face a short-term correction as geopolitical tensions and slowing momentum in central bank buying weigh on investor sentiment, but in the longer-term, the metal’s bull case remains firmly…
Trilogy’s copper-zinc Arctic project joins FAST-41
Trilogy Metals (NYSE-A, TSX: TMQ) says its primary project in northwestern Alaska’s Ambler Mining District is entering the FAST-41 initiative, a milestone in the advancement of one of the world’s…
Lithium Americas sees $100M Thacker Pass cost hike from tariffs, Iran war
Lithium Americas (TSX, NYSE: LAC) is estimating that U.S. steel tariffs and the Iran war will add $80 million to $120 million to this year’s construction expense for the Thacker…
Trump leaves Beijing with no rare earth deal confirmed
U.S. President Donald Trump left Beijing on Friday without securing a breakthrough agreement on rare earths despite labelling the visit as a “success” and offering warm words for his Chinese…
Gold price falls back to $4,500 on sharp inflation fears
Gold extended its decline on Friday amid a broader market selloff triggered by elevated concerns over global inflation and its implications on central bank policies. Spot gold fell as much…
Trump courts Brazil in rare earth supply push
U.S. President Donald Trump and his Brazilian counterpart Luiz Inácio Lula da Silva are forging an unlikely partnership around rare earths as Washington races to loosen China’s grip on critical…
Titan, Teck seek germanium from zinc tailings
Titan Mining (NYSE-A: TII) says it is evaluating potential germanium production from its U.S.-based zinc mining in partnership with Teck Resources (TSX: TECK.A, TECK.B; NYSE: TECK). Titan and Teck envision…
Government funding now a plus not a burden, miners say
In the West’s efforts to catch up with China’s lead in critical minerals development, more companies are warming to government financing than in previous years when governments were regarded as…
Ioneer, Lithium Americas defend Nevada projects as Amnesty flags Indigenous consent gap
Amnesty International is accusing lithium projects in Nevada of advancing without Indigenous consent, highlighting a gap between U.S. permitting law and international human-rights standards as development accelerates in the state’s…
Brazil probes $2.8B rare earths deal
Brazil’s antitrust watchdog has opened an investigation into USA Rare Earth’s (Nasdaq: USAR) proposed acquisition of its only rare earth producer, posing a regulatory hurdle to America’s critical minerals plans…