Market Opinion
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CMR Podcast: Critical Minerals, China, and the Limits of G7 Cooperation
The Critical Minerals Report (CMR) Podcast is a new, twice-monthly series produced by the Critical Minerals Institute (CMI),…
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Critical Minerals Report (06.21.2026): Allies, Competitors, and Critical Minerals
“Critical minerals have become the ultimate geopolitical paradox. Governments increasingly recognize that supply-chain security requires cooperation, yet every…
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Is the G7 Building a Critical Minerals NATO?
The most consequential development in critical minerals today is not geological. It is geopolitical: the quiet emergence of…
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The Price of Ignorance: Ebola, the Congo, and the Cost of Looking Away
Ebola is a particularly nasty virus, and an especially ugly way to die. It came to the attention…
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Why Gina Rinehart Just Bet US$1 Billion on SpaceX
When Gina Rinehart writes a billion-dollar cheque, investors should pay attention—not because she is always right, but because…
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How to stay on the moon after we get there
Our civilization is built on structural steel. This is the most necessary metal in history. It is not…
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Critical Minerals Report (06.14.2026): Control is the New Commodity
“I didn’t think I would live long enough to see someone recommend that investors take a hard look…
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Floor Pricing Won’t Rebuild America’s Rare Earth Industry — It Will Break It
The United States is once again searching for a shortcut to rebuild its rare earth supply chain. This…
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Canada’s Critical Minerals Moment in a Fragmenting World
Today, I am in Ottawa speaking about critical minerals. That may sound like a discussion about mining. It…
