Tag: resource nationalism

Market News

Next Leg Of AI Trade Hits Infrastructure Bottlenecks

Traders thought model breakthroughs would keep driving the AI trade higher. Then the real constraint appeared: not enough power, not...

12/10/2026

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Global Markets

China Fuel Export Halt Tightens Global Diesel Squeeze

China has paused October fuel exports while governments hoard diesel ahead of winter. Import-heavy buyers are already bidding up barrels....

02/10/2026

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Global Markets

Copper Squeeze And De-Globalization Could Spark A Historic Rally

Freely available copper is vanishing as two giants lock up most of the world’s visible stock. The squeeze is already...

28/09/2026

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Global Markets

China Coal Pledge Leaves Rare Earth Crisis Unresolved

China offered a large US coal purchase plan, butDrafting the long-form article rare earth shortages still hang over Western supply...

27/09/2026

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Global Markets

Diesel Export Ban Debate And Farm Fuel Price Shock

Diesel near record highs has lawmakers floating an export embargo. Relief at the pump looks simple. The aftershock for refiners,...

21/09/2026

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Market News

Almonty Tungsten Deals Speed Western Supply Beyond New Mines

New mines take years. Almonty is trying something faster: Spanish tailings, a European offtake, and a race against a tungsten...

18/09/2026

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Market News

Governments Hoard Critical Minerals in New Resource Race

As governments scramble to stockpile critical minerals like rare earths and gallium, a new era of resource nationalism is emerging....

26/02/2026

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Market News

Gold and Silver Set for New Highs in 2026

Gold just smashed records above $4600 and silver broke $90—experts warn this is just the start. With resource nationalism tightening...

14/01/2026

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Global Markets

Geopolitics and Minerals: A New Trade Era

Could minerals reshape global alliances? The U.S.-Ukraine deal hints at a new era of "minerals for muscle" trade. What's next...

14/05/2025

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