Market Opinion
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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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EY’s Theo Yameogo on Gold, Silver and the Global Critical Minerals Market
At PDAC 2026 in Toronto, InvestorNews host Tracy Hughes spoke with Theo Yameogo, EY Americas’ Metals & Mining…
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The Bonfire of the Capital
“A trillion here, a trillion here, pretty soon you’re talking about real money.” I’m paraphrasing the late great…
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Jack Lifton Predicts Heavy Rare Earth Breakthrough — Energy Fuels Positioned to Lead U.S. Supply
Within the global rare earth industry, the rare earth elements are divided into groups denominated by their “run”…
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Monopsony, monopoly, let’s call the whole thing off.
Perspective is the key to objectivity. The title of this essay is a salute to Cole Porter, who…
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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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No EV Boom, No Rare Earth Magnet Boom: The Demand Reality Facing Critical Minerals for the U.S. Market
The recent Wall Street Journal report on the Detroit automakers’ $50 billion reckoning over electric vehicles reads as…
