Market Opinion
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Critical Minerals Report (11.23.2025): A US$100 Billion Commitment Here, Another US$1.1 Billion There – How Government Capital Is Rewiring Critical Minerals Finance
Apologies for the delay in this edition of the Critical Minerals Report (CMR); the past two weeks, from…
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Critical Minerals Report (11.09.2025): Financing Critical Minerals 2.0 Through Government Equity and Private Capital
The critical minerals race accelerated on multiple fronts this week, with policy shifts and partnerships reshaping supply chains…
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If I Had $1,000,000,000,000 — My Trillion Dollar Thought Experiment
When Tesla, Inc. (NASDAQ: TSLA) shareholders approved Elon Musk’s latest compensation package — an equity-based reward that could,…
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Gen-Z Africa: The Emerging Force Reshaping the Continent’s Future and Its Critical Minerals Destiny
Gen-Z Africa is just beginning to flex its muscles. If the currently isolated activities become more coordinated across…
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Canada’s Federal Budget and the 5 Critical Mineral Moves That Could Reshape Mining
In a departure from tradition, Canada’s federal government tabled its full 2025 budget on November 4 — a…
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The Critical Minerals Institute (CMI) Appoints Dr. Alex Moyes to Board of Directors
Toronto, Ontario – November 4, 2025 – The Critical Minerals Institute (CMI), a global organization committed to addressing…
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Arafura Resources – Brother, Can You Spare a Dime?
The very name Nolan´s Bore is so redolent of the Australian Outback that it might have been conjured…
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A Defining Moment — Beyond the Dollars: Crafting America’s Strategy for Critical Materials
Having been one of those who advocated for years for the need for a public-private sector mobilization of…
