Critical Minerals Journal | Substack

[CW26] Magnet headaches and Copper processing feed drama

The seven‑day roller‑coaster in six numbers

Jun 30 •

Critical Minerals Journal

[CW25] G7 Critical Minerals agenda; Copper’s comeback as juniors surge; and Midstream heats up

Alright, alright, there is nothing more ‘critical’ than a war, we completely agree.

Jun 22 •

Critical Minerals Journal

[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…

Jun 16 •

Critical Minerals Journal

[CW23] Investment opportunities are flying under the radar: Copper, magnets & uranium and more

Mind the whiplash

Jun 8 •

Critical Minerals Journal

[CW22] Rare-Earth rations, Lithium roller coasters, and the great supply-chain standoff

Wait until the magnets stop spinning

Jun 3 •

Critical Minerals Journal

Most Popular

[CW14] Rare Earths, Real Wars: The U.S.-China Tariff Tangle and the Global Scramble for Critical Minerals

Apr 6 • Critical Minerals Journal

[CW24] Markets look forward; supply chains look backwards. This week, the two finally agreed on the same direction — straight into the…

Jun 16 • Critical Minerals Journal

[CW25] G7 Critical Minerals agenda; Copper’s comeback as juniors surge; and Midstream heats up

Jun 22 • Critical Minerals Journal

[CW17] Lithium rush in the U.S.; Rare Earth rebellion, and the Silent Power play

Apr 29 • Critical Minerals Journal

Recent posts

[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.

May 27 •

Critical Minerals Journal

[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.

May 19 •

Critical Minerals Journal

[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…

May 12 •

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?!

May 6 •

Critical Minerals Journal

[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.

Apr 29 •

Critical Minerals Journal

[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.

Apr 20 •

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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