Market Opinion
-
The Critical Minerals Report (03.22.2026): Building a ‘Critical Minerals NATO’, Iran Shockwaves, and Cobalt–Tungsten–Uranium as Barometers of Global Turbulence
As conflict flares with Iran, the global race for critical minerals has shifted into overdrive. In Washington, the…
-
Losing Out on Jurisdictional Roulette
Its now a few years since the government in Ottawa brought down a mallet on the dreams/illusions of…
-
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…
-
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…
-
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…
-
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”…
-
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…
