Market Opinion
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The Quiet Breakout: Carney and Canada Move Beyond U.S. Dependence
There is a quiet but profound shift underway in North America—one that markets have not yet fully priced,…
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The End of Globalization Was an American Decision, Not a Chinese Victory
The end of globalization is now widely discussed as if it were an inevitable consequence of China’s rise.…
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The Perth Critical Minerals Report (04.30.2026): Dysprosium’s Price Drop Is a Mirage — Control of Supply Is Tightening
NdPr Oxide dropped 7.4% to $95.29/kg this week, reversing its recent rally following the $102.88/kg peak in mid-April.…
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Critical Minerals Report (04.26.2026): CATL Commits $4.4B, U.S. Stockpile Stalls & Canada Eyes Europe in Supply Chain Shift
The critical minerals narrative is no longer defined by scarcity—it is defined by execution. Over the past week,…
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Critical Minerals Institute (CMI) and Perth Critical Minerals Platform (PCMP) announce strategic partnership to advance global market intelligence
Toronto, Canada / Perth, Western Australia – April 24, 2026 – The Critical Minerals Institute (CMI) and the…
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America, the Oblivious
European resource imperialism dominated world politics from the close of the Napoleonic Wars to the end of the…
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Niobium – Cutting Through the Misinformation
In mining markets, there has been a blizzard of late of companies claiming to have Niobium in their…
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Critical Minerals Report (04.12.2026): The Iran War, China’s Chemical Leverage & The Real Supply Chain Constraint
“The bottleneck isn’t ore — it’s chemicals. And China controls them…” starts Jack Lifton in our conversation earlier…
