Heavy Rare Earth Metals Plant Boosts U.S. Supply Chain Independence

The United States is finally starting to dig itself out of a rare earth metals hole it spent decades digging. The effort got a boost on July 29, when Energy Fuels announced that construction has begun on a commercial-scale expansion at its White Mesa Mill in Utah.

Forbes • Aug 4, 2026

Commerce Secretary Howard Lutnick: Aluminum is coming back to America

FOX Business correspondent Lydia Hu has the latest on the impact of tariffs under the Trump administration on 'The Bottom Line.'

Fox Business • Jul 28, 2026

China Controls One Pivotal “AI Chokepoint.” Why America Can't Fix Its Rare Earths Problem Overnight

America's rare earths problem is often framed as a mining problem.

24/7 Wall Street • Jun 10, 2026

2 Sectors Where the Ultra-Wealthy Are Putting Their Money

Family offices poured more than $3 billion into tech, media, and telecom companies. But materials attracted the most capital—$4.8 billion.

Barrons • May 23, 2026

Japan PM Takaichi set for talks with Australia's Albanese on energy security

Japan Prime Minister Sanae Takaichi is set to hold talks in Canberra ​on Monday with Australian counterpart Anthony Albanese, ‌at which energy security and rare earths cooperation are likely to be high on the agenda.

Reuters • May 4, 2026

Embattled U.S. manufacturers show their metal, grow fourth month in a row despite Iran war

ISM shows strongest expansion since 2022 — but inflation is a big problem

Market Watch • May 1, 2026

Sovereign Demand for Minerals Should Keep Lifting This Metals and Mining ETF

Governments around the world are treating metals and minerals as strategic assets, and that shift is creating a structural demand floor that did not exist a decade ago.

24/7 Wall Street • Mar 31, 2026

PICK: Is It Time To Shake Off The Miners? Maybe Not Yet

The iShares MSCI Global Metals & Mining Producers ETF (PICK) faces short-term headwinds from inflation and geopolitical conflict, particularly the Iran situation. PICK's portfolio is concentrated in mega-cap diversified miners and steel/copper names, with economic risk tied to global construction and China-driven demand. Valuations for PICK's top holdings are fair and supported by strong quant ratings, but cyclical risks and high volatility warrant caution.

Seeking Alpha • Mar 27, 2026

PICK's Copper Bet Faces Critical Test as China Infrastructure Spending Looms

The iShares MSCI Global Metals & Mining Producers ETF ( NYSEARCA:PICK ) has surged 66% over the past year, climbing from roughly $35 to $58 per share.

24/7 Wall Street • Jan 25, 2026

PICK: Downgrading Global Miners ETF On Surging Price And Valuation

PICK: Downgrading Global Miners ETF On Surging Price And Valuation

Seeking Alpha • Jan 21, 2026