Market Opinion
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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…
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Economic Insecurity: The Real Reason Why Trump is disrupting the global order
The world is quickly speeding towards a global crisis. With the United States having undertaken a military operation…
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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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Mandates Out, Emissions In: Carney Rewrites Canada’s EV Playbook
The fastest way to understand Canada’s new auto strategy is to notice what it drops: the 100% EV…
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Trump’s Critical Minerals “Project Vault”: Jack Lifton Calls It “Theater”
The politics of stockpiles are easy; the physics of stockpiles are not. The moment you move from a…
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CMI Masterclass: The Global Economic War for Rare Earths
The rare earth industry has stopped being a supply chain and started behaving like a lever of power.…
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The Critical Minerals Blind Spot Between Washington and Canada
Power is shifting beneath North America’s feet, and the tremors are being misread in Washington. What looks, on…
