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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…
Jun 16
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Critical Minerals Journal
14
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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 bottleneck
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2
[CW23] Investment opportunities are flying under the radar: Copper, magnets & uranium and more
Mind the whiplash
Jun 8
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Critical Minerals Journal
8
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[CW23] Investment opportunities are flying under the radar: Copper, magnets & uranium and more
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[CW22] Rare-Earth rations, Lithium roller coasters, and the great supply-chain standoff
Wait until the magnets stop spinning
Jun 3
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Critical Minerals Journal
8
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[CW22] Rare-Earth rations, Lithium roller coasters, and the great supply-chain standoff
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May 2025
[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
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Critical Minerals Journal
9
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[CW21] Why the Energy Transition is no longer a choice but a necessity – The Power Couple
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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.
May 19
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Critical Minerals Journal
8
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[CW20] Important realignment and advancements on Rare Earths: Saudi ambition, U.S. execution, and China's shadow diplomacy
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4
[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
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Critical Minerals Journal
9
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[CW19] Lithium price turns? Geopolitical moves, tech breakthroughs, and market signals to watch
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[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
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Critical Minerals Journal
11
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[CW18] U.S.-Ukraine pact; New EU Policy guideline on Critical Minerals; and Brazil scores a points on the REE race
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3
April 2025
[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
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Critical Minerals Journal
13
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[CW17] Lithium rush in the U.S.; Rare Earth rebellion, and the Silent Power play
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1
[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
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Critical Minerals Journal
8
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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
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[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.
Apr 13
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Critical Minerals Journal
11
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[CW15] Trade War gets tactical: U.S.-China Tariffs (Part II); Lithium reaching oversupply; EU advancing in the Rare Earths race; and the rise of the WILD World
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[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…
Apr 6
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Critical Minerals Journal
28
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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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March 2025
[CW13] Salton Sea’s $540B Lithium Jackpot; Texas Goes Rare Earth Dubai; India Eyes Chile; AI Finds Cobalt; Greenland’s $4.4T Question…
Lithium, Algorithms, and the Rise of Mineral Power Plays
Mar 30
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Critical Minerals Journal
7
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[CW13] Salton Sea’s $540B Lithium Jackpot; Texas Goes Rare Earth Dubai; India Eyes Chile; AI Finds Cobalt; Greenland’s $4.4T Question; Argentina’s Triangle Deal; Tech, Power & the Race to Dig Smarter
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