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The Quiet Breakout: Carney and Canada Move Beyond U.S. Dependence
There is a quiet but profound shift underway in North America—one that markets have not yet fully priced,…
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The End of Globalization Was an American Decision, Not a Chinese Victory
The end of globalization is now widely discussed as if it were an inevitable consequence of China’s rise.…
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The Perth Critical Minerals Report (04.30.2026): Dysprosium’s Price Drop Is a Mirage — Control of Supply Is Tightening
NdPr Oxide dropped 7.4% to $95.29/kg this week, reversing its recent rally following the $102.88/kg peak in mid-April.…
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Robin Dow to Speak at CMI Summit 5 on the Geopolitics of Phosphate and the Global Fertilizer Crisis
April 29, 2026 — TORONTO, ONTARIO — The global fertilizer market is no longer simply a function of…
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Critical Minerals Report (04.26.2026): CATL Commits $4.4B, U.S. Stockpile Stalls & Canada Eyes Europe in Supply Chain Shift
The critical minerals narrative is no longer defined by scarcity—it is defined by execution. Over the past week,…
