When the price of spodumene collapsed by 90% since 2022, producers are optimizing every step of the chain. Pilgangoora has made mechanical sorting its core process—a sign of resilience, not innovation.
Jun 26, 2026 at 23:03 15 14
South Korea reactivates its tungsten deposits to reduce a dependence on China exceeding 65%. A discreet but structural signal in the global recomposition of critical supply chains—the metal of hard tools and munitions enters the geopolitical battle.
21 h ago 5 8
Nigeria joins the map of global strategic resources: the announced discovery opens a new geopolitical front in the race for critical minerals of the energy transition.
Jun 30, 2026 at 23:30 8 8
For the first time, AI is driving a $200 billion M&A wave in the U.S. electric sector in 2026. Big Tech no longer trusts the public grid to power their data centers—they are buying capacity directly. A structural shift with massive implications for energy and compute markets.
Jun 29, 2026 at 09:04 12 9
The final week of the quarter focuses on three critical events: the technical close on June 30, the rebound in AI semiconductors, and the approach of the July FOMC. Wolfe Research remains bullish on H2.
Jun 28, 2026 at 15:37 13 19
Discreet job offers in US federal agencies reveal a strategic acceleration on critical minerals. 85% dependence on Chinese refining, NdPr prices at ~$65/kg-below the profitability threshold for US mines. Washington is preparing a non-market intervention.
Jun 25, 2026 at 09:45 9 9
The June Summary of Opinions from the BOJ (06/24) reveals a majority consensus to continue rate hikes. Yen still under pressure, dollar at a 13-month high. USD/JPY in critical 155-160 zone: MoF intervention is no longer an extreme scenario. [ENCADRE titre="Key Takeaways" contenu=" - BOJ signals further tightening - Yen weakens as USD strengthens - Risk of FX intervention rises "]
Jun 25, 2026 at 09:45 10 9
BTC has established its critical level: $61,242. Thursday's core PCE is the macro trigger. Funding rates at a two-week high, absence of spot ETF bids, cluster of long liquidations at $61-62k: the microstructure is asymmetric and skewed to the downside.
Jun 25, 2026 at 09:44 9 8
While EV registrations rose by 3.2% in May in the EU and the first mega battery recycling plant opened in British Columbia, OilPrice.com notes that cobalt remains a critical supply risk for premium EVs-a vulnerability that the rise of LFP only partially addresses.
Jun 25, 2026 at 03:01 12 9
The Nasdaq-100 lost over 3% in a single session, dragged down by Nvidia, AMD, and Micron. The global tech correction is taking hold: repricing mechanisms, rotation toward value, and positioning for what's next.
Jun 24, 2026 at 18:35 9 8
iCapital has integrated US Bancorp Fund Services as a fund administrator into its DLT platform. A discreet yet critical component: it connects institutional tokenization and traditional fund administration at scale for the first time.
Jun 24, 2026 at 18:03 11 8
Nasdaq-100 -8.4% since the June 16 peak, Nvidia -12%, AMD -9%, Micron -11% over the week. This is not an ordinary technical correction: it's the brutal repricing of long-duration assets under the effect of Warsh rates, amplified by disappointment over the short-term ROI of AI capex.
Jun 24, 2026 at 10:00 11 6
![# AI & Energy: $200B in M&A in the U.S. Electric Sector - Hyperscalers Secure Their Power Supply [ENCADRE titre="Key Takeaways"] [ENCADRE contenu=" - **$200 billion** in mergers and acquisitions in the U.S. electric sector driven by AI energy demands. - **Hyperscalers** (Google, Amazon, Microsoft, Meta) invest heavily to secure their power supply. - Renewable energy and grid modernization become critical priorities. "] [/ENCADRE]](https://cdn.keelcrux.com/media/images/a1dc97f3e83c41df72e54e4d1d7a57a4.jpg)
