Trump plans to launch Project Vault, a $12B critical minerals stockpile to minimize China reliance; 12+ companies, including Google, have agreed to participate
President Donald Trump formally announced plans to launch a $12 billion critical minerals stockpile, in his latest effort …
China suspends export restrictions for a year on five critical minerals to the US, including gallium and germanium, used to make certain types of semiconductors
The changes would make it easier for American firms to obtain key minerals, delivering on what the White House said the two countries had agreed to at last month's summit.
JPMorgan Chase launches a decade-long plan to invest up to $10B in industries critical for US national security, including tech like AI and quantum computing
> into four areas: defense and aerospace, “frontier” technologies including AI and quantum computing, energy technology including batteries, and supply chain and advanced mfng Good for BTQ! https://ww...
China unveils sweeping export controls on rare-earth minerals, creating rules akin to US measures that block chip-related exports to China from third countries
Beijing is leveraging its dominant position in the critical minerals supply chain — China has unveiled sweeping new export controls …
Sources: the Trump admin plans to reallocate $2B+ from CHIPS Act to fund critical minerals projects, aiming to cut US reliance on China for key resources
Calgary-based GeologicAI, which uses AI and sensors to help capture data in rock and core samples faster, raised a $44M Series B led by Blue Earth Capital
Mining tech startup will use funding to scale globally as demand for critical minerals intensifies.
Sources: the US Commerce Department tells electronic chip design automation groups, which include Cadence and Synopsys, to stop supplying their tech to China
$SNPS, $CDNS SYNOPSYS, CADENCE & SIEMENS EDA CONTROL ~80% OF CHINA'S CHIP DESIGN MARKET 😳 [image] Kyle Chan / @kyleichan : The US-China trade war has quickly morphed into a supply chain war. China put...
The US DOD transfers its AI-based Open Price Exploration for National Security program to nonprofit Critical Minerals Forum to boost Western supply deals
A U.S. government-created artificial intelligence program that aims to predict the supply and price of critical minerals has been transferred …
China suspends exports of a wide range of rare earth minerals and magnets that are crucial for making semiconductors, robots, drones, cars, and other products
Trump thought they were playing chess but Xi was actually playing Uno. Reverse. Costa Samaras / @costasamaras.com : Last week, @stevenjdavis.bsky.social, @kencaldeira.com, colleagues published a big ...
Sources: US negotiators pressing Ukraine for access to its minerals raised the possibility of cutting the country's access to Starlink if a deal is not reached
U.S. negotiators pressing Kyiv for access to Ukraine's critical minerals have raised the possibility of cutting the country's access …