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Fusion Investment Tops $1.6bn in 2026 as $73bn Supply Chain Race Builds

At least $1.6 billion of disclosed fusion investment, financing and public-market transactions has been announced in 2026, as investors,...

Copper Hits Record High as Supply Squeeze Meets AI Demand

Copper has hit another record high, with U.S. futures settling at $6.6495/lb, up 38% from a year ago. And...

Food Inflation Is Back. This Time the Shock Starts Before the Harvest.

US grocery prices rose 0.7% in April, the sharpest monthly increase in nearly four years, while food-at-home prices were...

Copper Tops $14,000 as Supply Squeeze Pushes Market Toward Record High

Copper has hit prices $14,000 a tonne. The metal rallied for an eighth straight session on Wednesday, touching $14,196.50/t on...

Jet Fuel Shortage: Airlines and Miners Face New Energy Shock

📌 Key Takeaways US airlines spent $5.06 billion on jet fuel in March, up 56.4% from February, according to the...

Big Funds Pour Billions Into Mining Supercycle Bet

📌 Key Takeaways Mining ETF assets more than doubled to $87.4 billion by March 2026, according to Reuters. Investors put $8.24...

Nickel Prices Hit Two-Year High as Indonesia Tightens Supply

📌 Key Takeaways Nickel rose as much as 1.8% to $19,350/t, the highest intraday level since June 2024.   Indonesia produced...

US coal gets a war boost — but costs are choking the upside

Seaborne thermal coal prices jumped more than 25% in the first weeks after the Strait of Hormuz crisis, US...

EU Gas Storage Running Low as Hormuz Squeezes LNG

📌 Key Takeaways EU gas storage was 28.9% full on April 10, the lowest level for that date since 2021....

US Oil Exports Surge on Iran War Demand, But America Not A Limitless Swing Supplier

📌 Key Takeaways U.S. crude exports jumped to 5.2 million barrels per day in the week to April 10, the...

US critical minerals partnerships accelerating into Industrial Policy

📌 Key takeaways The U.S. and Australia have lined up more than A$5 billion (US$3.5 billion) for critical minerals projects,...

Fusion Investment Tops $1.6bn in 2026 as $73bn Supply Chain Race Builds

At least $1.6 billion of disclosed fusion investment, financing...

Copper Hits Record High as Supply Squeeze Meets AI Demand

Copper has hit another record high, with U.S. futures...

Food Inflation Is Back. This Time the Shock Starts Before the Harvest.

US grocery prices rose 0.7% in April, the sharpest...

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