Project Vault: What 60 Days of U.S. Battery Minerals Could Cost in 2026
A 60-day mineral buffer sounds simple. The price tag, and the geopolitical implications, are not.
Ares Strategic Mining Wins $169M Pentagon Contract
Ares Strategic Mining has secured a landmark $169M multi-year Pentagon contract (up to $250M), a momentous move by the U.S. to secure and stockpile a domestic fluorspar supply. If the buzz around Ares sounds familiar, it should – We’ve been flagging this company as a worthy endeavor for some time.
Can Utah’s ‘Mission Critical’ solve the U.S. critical mineral dilemma?
Why lawmakers believe Utah can become the critical mineral capital of America.
Critical Minerals Market Prediction for 2026
As the race to secure energy transition inputs accelerates, BMI expects 2026 to be defined less by explosive price moves and more by strategic positioning. Here’s what investors can expect across mining sectors in 2026.
U.S. Uranium Revival: Explained
U.S. uranium mining sits at a critical turning point. This explainer breaks down what’s driving the renewed momentum, and the obstacles still holding the sector back.
Copper and Silver Added to U.S. Critical Minerals List
The U.S. Geological Survey (USGS) has officially designated copper and silver as critical minerals, marking a major shift in how policymakers view metals essential to both industrial innovation and national defense.
The Pentagon’s $1 Billion Buying Spree to Stockpile Critical Minerals
The U.S. Defense Department is moving to secure up to $1 billion in critical minerals, a strategic play to curb China’s dominance in materials essential for defense and technology manufacturing.
China tightens the grip on rare earth exports
China just made it harder to get the minerals behind everything from EV motors to smartphones. Here’s what it means for critical mineral investors.
DoD’s Fluorspar Solicitation Confirms What We Knew: Domestic Suppliers Like Ares Are Critical
We called it. The Defense Logistics Agency’s (DLA) now-closed $250 million solicitation (SP8000-25-R-0020) for acid-grade fluorspar isn’t just another procurement—it’s a neon sign that the U.S. is finally waking up to its critical minerals problem. Since its inception, Endeavour has been highlighting the risks of relying on foreign fluorspar, a linchpin for defense manufacturing from […]
Investors Eye Gold and Silver, but Palladium’s Surge is Demanding Attention
Gold and silver may be dominating headlines with record highs, but palladium is quietly staging a comeback. Prices are up more than 34% this year, driven by industrial demand and tightening supply, positioning the metal as one to watch.
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