Exposed: The U.S. Report Revealing China’s Covert Manipulation of Critical Minerals Prices

The U.S. House Select Committee on China, led by John Moolenaar and supported by Raja Krishnamoorthi, has released a 50-page report accusing Beijing of manipulating global minerals prices, from lithium to rare earths, to fuel its industrial dominance.

The report points to the London Metal Exchange (LME) and its owner Hong Kong Exchanges and Clearing (HKEC) as potential channels of Chinese influence, while referencing Lithium Americas (NYSE: LAC | TSX: LAC) in connection with the Trump administration’s previous push for U.S. mineral independence.

President Donald Trump and Former President Joe Biden are both cited for efforts to counter China’s dominance, signaling that minerals strategy has become a rare point of bipartisan agreement in Washington.

As tensions escalate, the report recommends appointing a U.S. critical minerals czar and establishing a national minerals stockpile, moves that could reshape the future of mining, trade, and global supply chains.

Mark Carney Just Dealt Yukon Gold Miners a Policy Jackpot

Prime Minister Mark Carney’s Budget 2025 may be branded around critical minerals, but its ripple effects could be transformative for Yukon’s gold juniors.

With the Northwest Critical Conservation Corridor referred to the Major Projects Office and the Yukon-B.C. Grid Connect advancing, infrastructure that once felt out of reach for remote gold camps is suddenly on the horizon. Affordable power, improved roads, stronger partnerships with First Nations, and faster approvals all point to a future where Yukon exploration becomes more competitive, more scalable, and more attractive to investors.

While Ottawa’s focus is on nickel, tungsten, and battery metals, Yukon’s gold sector might quietly emerge as one of the biggest beneficiaries.

Sometimes policy meant for one industry ends up supercharging another. This might be one of those moments.

Cramer Says: “You Could Lose Everything”

Jim Cramer’s latest warning has ignited debate across the crypto and investing world. He says American Bitcoin Corp (NASDAQ: ABTC) is a “total spec” that could “lose everything.”

Yet the company just posted its first full-quarter profit, flipped a year-ago loss, and delivered explosive 453% revenue growth.

With Eric Trump shaping strategy and Donald Trump Jr. holding a major stake, ABTC is positioning itself as America’s boldest pure-play Bitcoin accumulator. But the stock’s volatility and the broader crypto pullback remind investors that even big names can’t escape Bitcoin’s wild physics.

A fascinating case study in risk, reward, and reputation, exactly where crypto loves to live.

TD’s Oil Picks Are Ready to Flow, If Carney Opens the Valves

As Canada awaits Prime Minister Mark Carney’s next “major projects” announcement from Prince Rupert, TD Securities has already placed its bets.

Led by Menno Hulshof, TD’s analysts are backing Imperial Oil (TSX: IMO), Athabasca Oil (TSX: ATH), and Strathcona Resources (TSX: SCR) as the top producers positioned to benefit from new takeaway capacity and a tighter WCS-WTI differential.

Pipeline visibility may remain “low,” but TD expects 270,000 barrels per day of new capacity by 2030, mostly through optimization. That’s good news for Enbridge (TSX: ENB) and TC Energy (TSX: TRP), though companies like Gibson Energy (TSX: GEI) and South Bow Corporation (TSX: SOBO) could feel the squeeze.

Meanwhile, Keyera (TSX: KEY) and Pembina Pipeline (TSX: PPL) stand to gain if increased output drives up condensate demand.

In a sector defined by politics, infrastructure, and persistence, TD’s latest call reminds investors that Canada’s oil future depends less on what’s underground, and more on how fast it can get to tidewater.

CEO Ian Edwards Declares Nuclear Supercycle, Sending AtkinsRéalis Soaring

AtkinsRéalis just sent a powerful signal to global energy markets.

CEO Ian Edwards declared what many in the sector have been quietly expecting: we are witnessing the start of a true nuclear supercycle.

The numbers back it up. Nuclear revenue surged more than 61 percent, fueled by renewed international demand for CANDU reactor technology, a uniquely Canadian asset that has built decades-long partnerships across India, Korea, China, Romania, and Argentina.

These relationships matter. They translate into long-term engineering work, refurbishment programs, technology upgrades, and service contracts that only a proven nuclear player can deliver.

With global energy reliability becoming a strategic priority, Canada’s nuclear advantage is rising sharply, and AtkinsRéalis is emerging as one of the most influential engineering forces in this new era.

The stock reacted immediately, climbing more than 4 percent and reaching 7 percent intraday as investors embraced the company’s raised outlook for 2025.

The message is clear:

The world is turning back to nuclear and AtkinsRéalis is ready to lead.

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