Rwanda-backed M23 rebels controlling coltan-rich Rubaya in eastern DRC are seeking to sell tantalum, tin and tungsten directly to the United States, pitching themselves to the Trump administration as a strategic mineral supplier. Rubaya’s mines, under M23 control since April 2024, produce about 15% of global coltan and are estimated by Global Witness to generate roughly $800,000 per month for the group. Any US engagement would collide with existing DRC–US strategic partnership commitments, sanctions on Rwanda’s army, and conflict-mineral certification regimes.

Canadian steel exports to the US have fallen to roughly one-third of pre-tariff values, with PwC Canada’s Gemma Stanton-Hagan estimating monthly steel revenues are about C$500 million lower than before the duties, leaving the sector under deeper and longer pressure than aluminium. Ottawa’s response centres on a C$1‑billion loan facility to address liquidity and a C$500‑million regional tariff response initiative to push diversification, which she characterises as a short-term stopgap. With 85–90% of Canadian steel exports historically bound for the US and global oversupply limiting alternative markets, producers are reassessing investment while policymakers weigh risks to domestic supply for housing, transport, energy and defence projects.

National Highways has lodged a High Court breach of contract claim against WSP over the consultancy’s role as lead advisor on its roadmap to net zero for the strategic road network. The dispute centres on advisory work underpinning National Highways’ decarbonisation strategy, which covers construction materials, maintenance regimes and operational emissions across England’s motorways and major A-roads. Any adverse ruling or settlement could reshape how UK infrastructure clients scope, procure and manage consultancy input on carbon baselining, lifecycle assessments and compliance with government net zero targets.