US Faces Critical Rare Earth Shortage With Just Two Months of Military Supplies Left

The United States is grappling with a severe shortage of rare earth elements, holding just two months of supplies critical for military use, a situation that could limit Washington’s ability to sustain operations in conflicts like potential strikes on Iran. These elements, vital for missile guidance systems, fighter jets, and radar technologies, have exposed a […]
LNG Canada Boosts Output to 1.2 Million Tonnes as Iran Conflict Threatens Global Gas Supply

LNG Canada has ramped up production to 1.2 million tonnes per month at its Kitimat facility in British Columbia, marking a key step in bolstering North American gas exports amid rising geopolitical tensions in the Middle East. The facility, operated by a consortium led by Shell, hit this output level in early March 2026, with […]
U.S. Navy Rejects Hormuz Escort Requests Amid Iran Conflict, Crippling Global Oil Supply

The U.S. Navy has turned down near-daily pleas from the shipping industry for military escorts through the Strait of Hormuz, citing an unacceptably high risk of attacks since the outbreak of the U.S.-Israeli war on Iran over a week ago. This decision has stalled exports of roughly a fifth of the world’s oil supply, driving […]
First Majestic Drills 3.43 g/t Gold Over 24.4 Metres At Jerritt Canyon

First Majestic Silver (TSX: AG) (NYSE: AG) has announced assay results from their 2025 exploration drill program at the Jerritt Canyon Gold Mine in Nevada. The campaign, which included 57 drill holes totaling 18,300 meters, successfully confirmed resource continuity.
US Faces Rare Earth Shortage as China Holds Leverage Over Military Strikes on Iran

The United States has just two months of rare earth supplies left for military use, a critical vulnerability as it sustains strikes on Iran, with China positioned to wield significant influence over the duration and cost of the conflict. These elements, vital for missile guidance systems, fighter jets, and radar technologies, are predominantly sourced from […]
The Hidden Environmental Cost of Fertilizer | Robin Dow

Phosphate doesn’t get much attention in the mining investment world — but Robin Dow thinks that’s about to change, and for reasons that go well beyond supply and demand. Dow, CEO of Nevada Organic Phosphate (CSE: NOP), joined us at the Red Cloud Pre-PDAC 2026 Mining Showcase in Toronto to make the case for a […]
Pentagon Confirms 140 U.S. Troops Injured in Iran Conflict as Operation Epic Fury Intensifies

The Pentagon has confirmed that approximately 140 U.S. service members have been injured in the ongoing conflict with Iran, a stark revelation as Operation Epic Fury enters its second week. Of these, eight are classified as severely injured, while 108 have already returned to duty, according to Pentagon spokesman Sean Parnell. The injuries, sustained over […]
Uranium Energy Loss Widens In Q2 2026 On Thinner Sales, Margin

Uranium Energy Corp (NYSE: UEC) reported fiscal Q2 2026 revenue of $20.2 million, down from $49.8 million a year earlier, while cost of sales fell to $10.2 million from $31.5 million. Below the topline, spending ramped as mineral property expenditures rose to $23.7 million from $14.2 million, general and administrative expense increased to $8.2 million […]
Canada Nickel Signs Hydro One Agreements For Crawford Power Connection

Canada Nickel Company (TSXV: CNC) has advanced the Crawford Nickel Project by signing two agreements with Hydro One Network that allow engineering work to begin for the project’s power connection to Hydro One’s Porcupine Station, a key enabling milestone for the company’s flagship nickel development. The agreements form part of the Ontario Energy Board’s approved […]
Anthropic Sues Pentagon Over Supply-Chain Risk Blacklist

Anthropic has moved its showdown with the Pentagon into court, arguing that the government’s supply-chain risk designation was an unlawful retaliation campaign that jeopardized the AI business. The suit seeks to void the designation imposed after Anthropic refused to revise Claude’s usage policy to permit what it described as mass surveillance and fully autonomous weapons […]