Critical Minerals & Rare Earths
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Critical Minerals Report (09.07.2025): Uranium Surge and Copper Demand Grows with Trump’s Tariff Legal Woes.
Global nuclear energy is in the midst of a renaissance. The World Nuclear Association’s biennial report released this…
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Hallgarten Report: Argentina’s October Stress Test—Can Milei’s Libertarian Shock Therapy Survive the Mid-Terms?
I opened Christopher Ecclestone’s latest Hallgarten & Company note on Argentina for the pleasure of his razor-sharp prose…
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The Critical Minerals Report (8.29.2025): How critical minerals have become a geopolitical battleground.
This week underscored how critical minerals have become a geopolitical battleground. In Washington, President Donald Trump issued a…
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Canada and Germany’s Critical Mineral Partnership — and a Road Less Travelled.
Earlier today, inside Berlin’s Federal Chancellery, Canada’s Prime Minister Mark Carney and German Chancellor Friedrich Merz shook hands…
