Articles by
-
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…
-
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…
-
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…
-
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…
-
Hallgarten Report: How China Controls the Cesium Supply Chain
An element that can melt near room temperature, ignite in air, and react explosively with water isn’t the…
-
The Critical Minerals Report (12.14.2025): The New Critical Minerals Economy
This past week made something plain that the industry has been circling for years: we are no longer…
-
The Dark Side of Solar Glass: Antimony, Geopolitics and the Energy Transition
If you stand in front of a utility-scale solar farm at dusk, the panels look serene: a regimented…
