Brief

China's Ministry of Commerce announced that the country will implement export controls on critical minerals like rare earths, while still reviewing applications for compliant and civilian use. This move comes as part of preliminary trade discussions with the United States, where both sides aim to address mutual concerns and ensure global supply chain stability. In a separate development, Chinese airlines are set to acquire 200 Boeing aircraft, with the US committed to providing necessary engine and parts support. AI

Climate tech companies are shifting their focus from decarbonization to critical minerals and data centers to navigate a challenging political and funding environment. Boston Metal, known for its low-emission steel production, raised $75 million to bolster its critical metals business, aiming to generate cash flow for its climate goals. Similarly, Brimstone, a cement startup, now highlights its critical mineral production alongside its efforts to reduce emissions in the cement industry. This pivot reflects a broader trend of companies emphasizing politically favorable areas to ensure their survival and continued impact. AI