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CMR Podcast — Xi Comes to Washington with America’s Critical Minerals Supply on the Line
President Xi Jinping’s September 24 visit to Washington is rapidly becoming a critical test of America’s access to…
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Aclara’s JOGMEC Deal Shows Washington How Rare Earth Supply Chains Are Built
“Supply-chain security is not achieved by possessing deposits or announcing subsidies. It is achieved by controlling the path…
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America’s Critical Mineral Supply Chain Strategy Rests on a Dangerous Assumption
“America’s effort to rebuild its critical mineral supply chains rests on a dangerous assumption that money will create…
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America Traded Away Its Industrial Power
“The postwar system enabled the United States to exchange industrial self-sufficiency for financial and geopolitical leadership. Now that…
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Tom Drivas and Kurt Radtke Set Appia on an Operational Course for Rare Earths and Uranium for Fall 2026
During a recent InvestorTalk interview hosted by Tracy Hughes, Tom Drivas, CEO and Director of Appia Rare Earths…
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“Successful” — The Most Overworked Word in Junior Mining
When I read that an officer of a junior mining company is a chartered accountant who has been…
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Critical Minerals Report (09.06.2026): Xi and Trump Meet in Washington with the Global Minerals Order at Stake
The countdown to November 10 is now part of the critical minerals investment equation, but the most consequential…
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China’s November Critical Minerals Decision: A Reprieve for Both Economies, or a Catalyst for Separation?
“The countdown to November is not simply about whether China keeps shipping critical minerals; it is about whether…
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America Must Build Its Critical Minerals Strategy Backward
“America will not secure its critical minerals supply chains simply by counting mineral deposits or announcing new plants.…
