GM Energy Storage 2026, $50M LENS Consortium Deal
GM BESS Sodium-Ion Strategy, $1.4 B BYD Factory, Peak Energy Partnership, and…
Rare Earth Supply Chain 2026, $1.7B US Funding, MP Materials
Rare Earth Mining Supply Chain, $1.6 B USA Rare Earth Funding, 10-Year Do D…
Zijin Mining Lithium 2026, 50% Control & Pilbara Pact
China Lithium Supply Chain Control, $100 M Lanshen Deal, Zijin Mining Projects,…
Lithium Americas Critical Minerals 2026, $12B Project Vault
Critical Minerals Supply Risk, $5.4 T Investment Gap, 70% Chinese Processing,…
Codelco Copper 2026, $13,864/t Spike on US-Iran Deal
Copper Market Dynamics, $15, 000/t Forecast, 50 MMt Demand by 2035, and a 10%…
MP Materials Rare Earths 2026, $550M DoD Funding
MP Materials Rare Earth Lawsuit, $1.6 B USA Rare Earth Funding, $2.8 B Serra…
EU CBAM Carbon Capture 2026, €9B Fastmarkets Forecast
EU Carbon Border Tax Expansion, 400 Metal Products Targeted, €22 B Projected…
MP Materials Critical Minerals 2026, $400M DoD Equity Deal
Rare Earth Supply Chain, $1.6 B USA Rare Earth Package, $134 M DOE Grants, and…
World Bank Metals Markets 2026, $50B in Gulf Assets at Risk
Metals Super-Squeeze, Bahrain Steel Force Majeure, 19-Year LME Premium, and 50%…
MP Materials Critical Minerals 2026, $110/kg DoD Price Floor
Rare Earth Elements Supply Risks, 90% China Control, $41 B Market, and 2…