Market Opinion
-
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…
-
Critical Minerals Report (04.05.2026): Section 232 Reset Begins, Tungsten Capital Accelerates & Rare Earth Supply Chains Face Execution Test
By the end of this publishing window, the critical minerals market looked less like a set of independent…
-
Critical Minerals Institute Unveils 2026 Watchlist: Rhenium (Re) and Indium (In) Added, Tungsten (W) Elevated to Top 5 as Supply Chain Risks Intensify
Toronto, Ontario — April 5, 2026 — The Critical Minerals Institute (CMI), a global think tank focused on…
-
Critical Minerals Institute Announces CMI Summit 5: “The New Critical Minerals Economy” — Toronto, May 13–14, 2026
March 29, 2026 — TORONTO, ONTARIO — Capital is rapidly repositioning around critical minerals — but the question…
-
America’s Military Potemkin Crisis
The now-fading military crisis du jour, the critical minerals, metals, and materials crisis, is a supreme example of…
