Articles by
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The Critical Minerals Report (03.22.2026): Building a ‘Critical Minerals NATO’, Iran Shockwaves, and Cobalt–Tungsten–Uranium as Barometers of Global Turbulence
As conflict flares with Iran, the global race for critical minerals has shifted into overdrive. In Washington, the…
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Critical Minerals Report (03.15.2026): Price Floors Arrive, Lynas–Japan Deal Reshapes Rare Earth Markets & U.S. DoD Solicits Supply of 13 Critical Minerals
From earlier this month through early this morning, the center of gravity in critical minerals shifted from “find…
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The Critical Minerals Report (02.22.2026): The Price-Floor Era Arrives for Rare Earths and Uranium, Copper’s Midstream Problem, and Graphite Trade Walls
Before turning to policy, prices, and projects, a reminder of what the Critical Minerals Institute (CMI) is doing…
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The Critical Minerals Report (02.09.2026): Project Vault and the West’s Scramble for Rare Earths and Price Power
The past two weeks have laid bare a quickening scramble for control of critical minerals. In Brazil, officials…
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Critical Minerals Report (01.26.2026): U.S. Commits $1.6B to USA Rare Earth; Mitsubishi Invests $600M in Arizona Copper; Energy Fuels Acquires ASM for $299M
As the global minerals race intensifies, the landscape is no longer merely defined by supply and demand curves—it…
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Critical Minerals Report (01.18.2026): Trump, Greenland, and the New Critical Minerals Economy
The global scramble for critical minerals reached a new pitch this week, underscoring warnings that the West remains…
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The Critical Minerals Report (01.11.2026): The World’s Scramble for Critical Minerals Enters a New Phase
“Critical minerals are now dictating political decisions between countries. This isn’t coming — it’s already happening. The French…
