Articles by
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Critical Minerals Report (07.22.2026): China Determines the Critical Minerals World Order as Trump Raises the Stakes
China does not need to stop a Western factory to control it. It needs only to decide whether…
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America Cannot Order a Supply Chain into Existence
President Donald Trump’s July 20th executive order, Securing America’s Defense Supply Chains and Ensuring Domestic Acquisition of Critical…
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CMR Podcast: Why Industrial Expertise Is Becoming the West’s Greatest Critical Minerals Asset
“The conversation is shifting from owning deposits to owning capabilities.” That observation from Critical Minerals Institute (CMI) Co-Chair…
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The Critical Minerals Economy Was Never About the Dollar
The debate over the future of the U.S. dollar has become one of the more persistent themes in…
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Critical Minerals Report (07.05.2026): The Hunt for Industrial Expertise Is On.
The past fourteen days materially advanced the shift of critical minerals from a supply-chain issue into a policy-and-security…
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Critical Minerals Report (06.21.2026): Allies, Competitors, and Critical Minerals
“Critical minerals have become the ultimate geopolitical paradox. Governments increasingly recognize that supply-chain security requires cooperation, yet every…
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Is the G7 Building a Critical Minerals NATO?
The most consequential development in critical minerals today is not geological. It is geopolitical: the quiet emergence of…
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Why Gina Rinehart Just Bet US$1 Billion on SpaceX
When Gina Rinehart writes a billion-dollar cheque, investors should pay attention—not because she is always right, but because…
