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Follow the $10 Billion, Not the $1.5 Trillion: JPMorgan’s Security Bet, One Year In
One year ago this week, JPMorgan Chase & Co. (NYSE: JPM) unveiled its $1.5 trillion Security and Resiliency…
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Critical Minerals Report (10.04.2026): A Summit Without a Rare Earth Deal Leaves the West Buying Its Way to Supply
When Xi Jinping left Washington on September 25th after a three-day state visit, the most telling sentence in…
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Lynas Takes the Rare Earth Race to Brazil with Meteoric Bid
The race to loosen China’s grip on rare earth supply has produced a proposed A$968 million deal with…
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Chilean Cobalt Pursues Rare Earths Alongside Copper and Cobalt
Chilean Cobalt Corp. (OTCQB: COBA) is building a story that extends well beyond the metal in its name.…
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Argentina’s Mining Boom Needs More Than a Messi
Argentina has the geology, interested capital and an investment regime designed to move major projects forward. What remains…
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TD Bank Puts C$150 Billion Behind Carney’s Invest in Canada Agenda
“TD has made a C$150 billion financing commitment, but capital alone does not build an industry. Canada now…
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Carney’s Canada Investment Summit Puts Canada’s Ability to Build (and Finance) on Trial
“As someone who has worked on the front lines of the critical minerals industry for many years, I…
