Articles by
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Canada’s Critical Minerals Moment in a Fragmenting World
Today, I am in Ottawa speaking about critical minerals. That may sound like a discussion about mining. It…
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Critical Minerals Report (06.07.2026): The Next Phase of the Critical Minerals Economy
Two weeks rarely change the trajectory of an industry. Yet the past fortnight may ultimately be remembered as…
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MP Materials and USA Rare Earth Clash in Texas Trade Secrets Lawsuit as Race for U.S. Rare Earth Magnet Supply Chain Intensifies
A legal dispute between MP Materials Corp. (NYSE: MP) (market capitalization approximately US$10 billion) and USA Rare Earth,…
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Critical Minerals Report (05.24.2026): National Security Moves Downstream
The critical minerals sector spent the past week confronting a reality that many policymakers continue to resist publicly:…
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Critical Minerals Institute (CMI) Summit 5: Critical Minerals and the New Industrial Order
The ballroom at Toronto’s historic National Club felt less like a conventional mining conference and more like a…
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Critical Minerals Report (04.26.2026): CATL Commits $4.4B, U.S. Stockpile Stalls & Canada Eyes Europe in Supply Chain Shift
The critical minerals narrative is no longer defined by scarcity—it is defined by execution. Over the past week,…
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The Critical Minerals Report (04.19.2026): Supply Chains Under Siege, Policy Experiments Multiply, and the Market Starts to Fracture
The past week forced the critical minerals sector into a hard confrontation with reality: geopolitics is no longer…
