Critical Minerals Journal

Critical Minerals Journal

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[CW24] Markets look forward; supply chains look backwards. This week, the two finally agreed on the same direction — straight into the…
Dear CMJ community, if you blinked this week, you probably missed a country banning lithium exports, a mega-deal in copper, a potential international…
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Critical Minerals Journal
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[CW23] Investment opportunities are flying under the radar: Copper, magnets & uranium and more
Mind the whiplash
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Critical Minerals Journal
[CW22] Rare-Earth rations, Lithium roller coasters, and the great supply-chain standoff
Wait until the magnets stop spinning
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Critical Minerals Journal
[CW21] Why the Energy Transition is no longer a choice but a necessity – The Power Couple
In the early 2000s, conversations around the energy transition were framed around sustainability, ethics, and environmental stewardship.
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Critical Minerals Journal
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[CW20] Important realignment and advancements on Rare Earths: Saudi ambition, U.S. execution, and China's shadow diplomacy
This week, the REE industry deserved the spotlight — and not for the usual tariff drama or policy talk.
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Critical Minerals Journal
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[CW14] Rare Earths, Real Wars: The U.S.-China Tariff Tangle and the Global Scramble for Critical Minerals
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[CW17] Lithium rush in the U.S.; Rare Earth rebellion, and the Silent Power play
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[CW21] Why the Energy Transition is no longer a choice but a necessity – The Power Couple
 • Critical Minerals Journal
4
[CW23] Investment opportunities are flying under the radar: Copper, magnets & uranium and more
 • Critical Minerals Journal

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[CW19] Lithium price turns? Geopolitical moves, tech breakthroughs, and market signals to watch
This week’s developments point to a deeper shift in the global critical minerals equation—one that’s reshaping industrial policy, investment flows, and…
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Critical Minerals Journal
[CW18] U.S.-Ukraine pact; New EU Policy guideline on Critical Minerals; and Brazil scores a points on the REE race
Needless to say, a lot is going on in Critical Minerals, right?!
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Critical Minerals Journal
3
[CW17] Lithium rush in the U.S.; Rare Earth rebellion, and the Silent Power play
Once upon a time, the most valuable thing you could dig up was gold.
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Critical Minerals Journal
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[CW16] Rare Earths in the Crossfire (U.S.-China Part III): China Slams the Door, and the West Scrambles for a Window
If you thought the critical minerals market was already complex and chaotic, this week proved that we’re just getting started.
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Critical Minerals Journal
[CW15] Trade War gets tactical: U.S.-China Tariffs (Part II); Lithium reaching oversupply; EU advancing in the Rare Earths race; and the…
First came the tariffs.
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Critical Minerals Journal
[CW14] Rare Earths, Real Wars: The U.S.-China Tariff Tangle and the Global Scramble for Critical Minerals
Welcome to This Week in Critical Minerals — where subterranean resources increasingly dictate the dynamics of geopolitics, markets, and corporate…
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Critical Minerals Journal
Critical Minerals Journal
Critical Minerals Journal
The playbook for mastering Critical Minerals. Curated research and insights trusted by policymakers, investors, analysts, and educators.
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