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HomeRare Earth Minerals

Rare Earth Minerals

Critical Minerals

Does California Still Have Any Refineries? – ENB Weekly Recap

October 11, 2025 Andy Del Prado

Weekly Daily Standup Top Stories Update on the Chevron Refinery in California – A national security disaster just got worse as a possible drone strike October 4, 2025 Clark Savage The Chevron El Segundo Refinery, located […]

Critical Minerals

China Expands Critical Mineral Export Restrictions Ahead of Possible Trump-Xi Meeting

October 9, 2025 Clark Savage

In a move that underscores the escalating tensions in global trade, China has announced expanded export restrictions on rare earth elements and other critical minerals. Effective from December 1, 2025, for materials and immediately for […]

Big Oil Companies

Does OPEC+ Really Have Spare Capacity?

October 9, 2025 Andy Del Prado

Daily Standup Top Stories OPEC+ Has Come Close to Its Limit, Leaving Prices Open to Spike October 8, 2025 Clark Savage In the volatile world of global energy markets, OPEC+—the alliance of oil-producing nations led by […]

Critical Minerals

President Trump Approves a 211-Mile Road to Alaska’s Ambler Mining District

October 7, 2025 Clark Savage

In a move poised to unlock vast mineral resources critical to America’s energy transition and national security, President Donald Trump has approved the construction of a 211-mile access road to Alaska’s remote Ambler Mining District. […]

Critical Minerals

Critical Metals Shares Surge After Reuters Report Says Washington Eyeing Stake

October 6, 2025 Clark Savage

In a dramatic turn of events that underscores the growing geopolitical importance of rare earth elements, shares of Critical Metals (NASDAQ: CRML) skyrocketed nearly 77% to $14.21 in premarket trading following a Reuters exclusive report. […]

AI

Wall Street Found Big Oil. Who Would Have Thought? – ENB Weekly Recap

October 4, 2025 Andy Del Prado

Weekly Daily Standup Top Stories Dallas Fed Survey Reveals Unrest in America’s Shale Patch September 27, 2025 Clark Savage ENB Pub Note: This article is from David Blackmon’s Substack, and we recommend subscribing. This brings up […]

AI

What the U.S. Government Shutdown Means for the U.S. Energy Markets

October 2, 2025 Andy Del Prado

Wall Street rediscovers that oil and gas are a much better market than renewables. The world is short Trillions of dollars of investments just to meet decline curves, and the oil and gas companies in […]

ENB Pub Note

Gold Revaluation Imminent? US Treasury Hoard Tops $1 Trillion For First Time – What do Investors Think?

October 1, 2025 Clark Savage

In a milestone that’s sending ripples through financial markets, the U.S. Treasury’s gold reserves have surpassed $1 trillion in market value for the first time ever. This surge, fueled by gold prices climbing to record […]

Critical Minerals

New $5 Billion Fund to Bolster U.S. Mineral Security

September 17, 2025 Clark Savage

The U.S. is exploring a $5 billion mining investment fund, which would represent its largest direct involvement in securing critical minerals. This initiative aims to address concerns about mineral supply chains, given China’s dominance in […]

AI

Are We on the Cusp of an Energy Price Supercycle?

August 20, 2025 Andy Del Prado

Daily Standup Top Stories Energy Transition Stalls as Oil Super-Cycle Risks Return August 19, 2025 Clark Savage ENB Pub Note: This is an outstanding article from Irina Slav at Oilprice.com. She brings up some fantastic points, […]

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