Tuesday, April 21, 2026

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 […]

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 […]

Von der Leyen Unveils Pitch For EU’s Nuclear Return

Europe’s energy strategy is shifting back toward nuclear as the EU tries to protect its green transition from war-driven supply fears, industrial competitiveness concerns, and a financing burden that will average €695 billion a year from 2031 over the following decade. At a nuclear energy summit in Paris hosted by President Emmanuel Macron, European Commission […]

Canada and Mexico Set May Trade Talks as USMCA Uncertainty Looms Under Trump

Canada and Mexico will launch bilateral trade discussions in May to address the future of the United States-Mexico-Canada Agreement, as uncertainty grows over whether the U.S. will engage in trilateral negotiations under President Donald Trump. Dominic LeBlanc, Canada’s minister for Canada-U.S. trade, and Mexico’s Economy Secretary Marcelo Ebrard announced the talks on Monday, signaling a […]

Ottawa Drops TikTok Shutdown Order With Conditions

Industry Minister Mélanie Joly said TikTok will be allowed to continue operating in Canada after the federal government completed a national security review, dropping its earlier order to shut down the social media platform’s Canadian operations. The decision turns on conditions that require stronger protections for minors and the personal information of Canadians, while preserving […]