February 16, 2026 CHART: EV battery metals index jumps to 27-month high EV battery raw materials bill tops $2 billion for the first time since August 2023 and surging lithium, nickel prices going into 2026 puts slump definitively in the rearview mirror.
February 16, 2026 Legal analysis: What Project Vault means for critical minerals regulation White House confirmed the start of the project, which would combine $1.67 billion in private capital with a $10 billion loan from the US EXIM to buy and store minerals.
February 12, 2026 Op-Ed: Canadians must match American urgency in the race for critical minerals Canada has the minerals the West needs, but slow permits and weak processing threaten our strategic moment.
February 12, 2026 South America seen as West’s safest minerals bet: Report New risk data suggests the region offers a rare mix of large reserves, political stability and pro-West alignment.
February 6, 2026 Saudi graphite plant is ‘wake-up call’ for Quebec, France: CEO North America’s only producer of natural graphite had been developing plans to build battery material facilities in Baie-Comeau, Quebec and France.
February 4, 2026 Idemitsu and partners to build natural graphite anode supply chain Japan relies heavily on imported graphite, making stable sourcing a key challenge.
February 2, 2026 Trump launches $12B ‘Project Vault’ to cut China reliance The initiative aims to shield manufacturers from mineral shocks, mirroring the oil reserve but focused on critical metals.
January 30, 2026 Mozambique’s president opens Chinese-owned graphite processing plant DH Mining, which started work on the graphite mine in Nipepe in 2014, had invested $200 million on mining and processing facilities.
January 30, 2026 Madagascar lifts 16-year ban on new mining permits, excludes gold The country has kept the issuance of new mining licences on hold since 2010.
January 26, 2026 Titan Mining starts graphite production at New York plant Milestone marks the first step in re-establishing a domestic natural graphite supply chain in the US for the first time in 70 years.
Gold price rises above $4,900 as dip-buyers come in amid thin trade Bullion rose as much as 2.7% in thin trading on Wednesday. February 18, 2026 | 10:39 am
