Canada should back critical minerals with buyers

The federal government’s first move through the Canada Critical Minerals Accelerator did not go to a lithium developer or a nickel mine. It went to germanium, antimony and gallium at Teck Resources’ Trail smelter in British Columbia which has been running since the 1890s. The Canada Growth Fund agreed to a commercial framework for an equity-like investment of up to $400 million, …

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Trump orders restrictions on export of critical minerals

US President Donald Trump on Thursday signed an order giving federal officials the power to block exports of old batteries and other electronic waste filled with critical minerals, part of a broader push to boost domestic recycling and counter China‘s grip on materials vital to national security, according to two White House officials familiar with the matter. The presidential determination allows the Commerce Department to issue rules …

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South African PGM Supply Risk: The Geological Reality in 2026

The Geology That Cannot Be Legislated Away Most critical mineral supply risks have a policy remedy. Build more processing capacity, diversify trade relationships, renegotiate supply agreements. Platinum group metals are different. South African PGM supply risk is not an artefact of trade policy or corporate consolidation. It is a geological reality, and geological realities do not respond to executive orders …

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