Market Opinion
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Dr. Mark Andrich on CriticalMineralsPlatform.com Pricing and Forecast Model for the Critical Minerals Industry
Strategic importance is a political designation; price is a market fact. Much of today’s critical minerals policy proceeds…
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Heavy Rare Earths Are a Different Business
“Heavy rare earths are not simply ‘the last few elements.’ They are a specialty chemical business. And the…
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Can India and Myanmar Build a Rare Earth Supply Chain Independent of China?
It cannot be overemphasized that the greatest value in the rare earth supply chain does not lie in…
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Tariffs, History, and the American Critical Minerals Agenda
There is an old saying that those who refuse to study history are condemned to repeat it. There…
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CMR Podcast (07.22.2026): The West Cannot Mine Its Way to Security
The critical minerals debate still begins in the wrong place too often. Western governments count deposits, announce financing…
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Critical Minerals Report (07.22.2026): China Determines the Critical Minerals World Order as Trump Raises the Stakes
China does not need to stop a Western factory to control it. It needs only to decide whether…
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America Cannot Order a Supply Chain into Existence
President Donald Trump’s July 20th executive order, Securing America’s Defense Supply Chains and Ensuring Domestic Acquisition of Critical…
