DailySand tracks critical minerals across AI, semiconductor infrastructure, capital markets, and critical minerals supply chains. Below are curated source items and daily digests where critical minerals appears in today's cross-sector intelligence briefing.
6 items across 6 digests
The Africa Finance Corporation is expanding investment focus to iron-ore and uranium projects across Africa as critical minerals become central to U.S. and allied nations' geopolitical strategy to reduce China dependence in EV and renewable energy supply chains. This repositioning reflects accelerating capital flows toward African mineral assets driven by Western supply-chain security mandates.
Read original →South Africa's mining sector improved in 2026 driven by higher platinum group metals and gold prices, improved mineral reserves, and rising critical minerals interest, according to PwC's 'SA Mine 2026' report. This reflects renewed sectoral strength and investor appetite for diversified critical mineral exposure in a major producing nation.
Read original →Margreth Tadie, speaking at the Mintek-Sci 2026 conference in Johannesburg, emphasized that Africa possesses significant critical mineral resources but requires greater investment in research, innovation, and academic-industry collaboration to process and add value to those materials. Strengthening downstream processing capabilities in Africa would allow the continent to capture higher margins in critical mineral supply chains rather than exporting raw ore.
Read original →Tungsten Eagle Development Corp. [MAGA-CSE] completed listing on the Canadian Securities Exchange, expanding public market access for tungsten exploration and development. This listing provides capital-raising capability for a critical mineral producer in a market increasingly focused on supply chain security for advanced manufacturing and defense applications.
Read original →ASX-listed Sultan Resources has applied for a 171.2 km² exploration licence in Namibia's Central Damara Orogen targeting copper and gold deposits near Kalkfeld. The move positions Sultan to capitalize on rising exploration interest in Namibia's established gold province while capturing emerging copper demand linked to EV electrification.
Read original →Western Star Resources Inc. identified 0.53% WO3 (tungsten trioxide) in soil at the Rowland Tungsten Property during Phase 2 drilling, refining target zones for exploration. Tungsten concentrations at this grade and stage indicate early-stage asset potential in a supply-constrained critical mineral market where major industrial applications (semiconductors, tooling, aerospace) depend on stable sourcing.
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