February 4, 2026 Fidelity fund that sold gold before crash is ready to buy again “If we see another 5%, 7% correction, I’m buying up,” says Fidelity manager George Efstathopoulos.
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 4, 2026 EU to offer US critical minerals partnership to check China The EU is prepared to sign a memorandum of understanding with the US to develop a “Strategic Partnership Roadmap” within three months, Bloomberg reports.
February 4, 2026 Tianqi Lithium reprices convertible bond sale after blunder The Chinese lithium giant revised its $375M convertible bond after Hong Kong rules were breached, raising the conversion price.
February 3, 2026 Sunrise Energy expects to supply US critical minerals stockpile, CEO says Australian scandium project backed by mining billionaire Richard Friedland is expected to contribute to the $12 billion US critical minerals stockpile.
February 3, 2026 USA Rare Earth eyes $3 billion-plus funding to accelerate plans The prospective funds include as much as $1.6 billion from the Department of Commerce and the rest from the private sector, CEO said.
February 3, 2026 Commonwealth LNG strikes 20-year supply deal with Mercuria as US pushes LNG export growth Commonwealth has been attempting to build the US's first integrated LNG export facility.
February 3, 2026 Gold, silver volatility to persist after price plunge, BofA says By one measure of volatility, gold prices are more unstable than at any time since the height of the 2008 financial crisis.
February 3, 2026 Some 30 countries want to join critical minerals club, US Interior Secretary Burgum says The Interior Secretary referred to previous trade deals that President Donald Trump has signed with Japan, Australia and South Korea.
February 3, 2026 Zimbabwe spodumene exports up 11% in 2025, revenue flat on soft prices The industry has struggled with oversupply of the metal used in battery storage, resulting in a price slump since late 2022.
Reimagining magnet materials: How AML is challenging the rare earth status quo For decades, permanent magnets have been one of the least questioned links in the electrification supply chain. February 06, 2026 | 03:09 pm
