Articles by
-
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…
-
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…
-
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…
-
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…
-
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…
-
Critical Minerals Report (06.14.2026): Control is the New Commodity
“I didn’t think I would live long enough to see someone recommend that investors take a hard look…
-
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…
-
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…
-
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,…
