News & Insights
Vital Mineral Markets ‘Not Functioning’ in Wake of Ukraine War, says DoD Industrial Policy Chief
Russia’s invasion of Ukraine has disrupted the market for a broad range of critical materials essential to U.S. munitions and other defense industry products, spurring hundreds of millions in Pentagon…
Congress and Pentagon Seek to Shore Up Strategic Mineral Stockpile Dominated by China
Congress has repeatedly authorized multimillion-dollar sell-offs of the U.S. strategic minerals stockpile over the past several decades, but Washington’s increased anxiety over Chinese domination of resources critical to the defense…
Forget Gas Prices. The Billionaire Club’s Run on Cobalt Says Everything About Our Battery-Powered Future
As the bankers from J.P. Morgan’s London offices stepped off the two-hour private flight from Johannesburg onto the hot runway, soldiers sporting sunglasses and semiautomatics watched them closely. The Democratic…
Why a Lithium Battery Shortage May Wreck the Great EV Race
Automakers like General Motors and Ford have wowed Wall Street with flashy EV designs, technical prowess and plans to invest tens of billions of dollars. Yet they’ve literally put the cart before…
