ASM
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Energy Fuels and the Emergence of a Credible Magnet Competitor
For more than three decades, the global rare earth permanent magnet industry has been defined by a single…
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The Critical Minerals Blind Spot Between Washington and Canada
Power is shifting beneath North America’s feet, and the tremors are being misread in Washington. What looks, on…
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Critical Minerals Report (01.26.2026): U.S. Commits $1.6B to USA Rare Earth; Mitsubishi Invests $600M in Arizona Copper; Energy Fuels Acquires ASM for $299M
As the global minerals race intensifies, the landscape is no longer merely defined by supply and demand curves—it…
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Critical Minerals Report (10.24.2025): Follow the Yellow Brick Road — China’s Squeeze Turbocharges Western Resolve to Weaponize Capital
The past week delivered a cascade of strategic moves in critical minerals, underscoring an accelerating global realignment. In…
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Critical Minerals & Rare Earths, Energy, Oil & Gas + Uranium, Food, Health & Wellness, Market Opinion
InvestorCoffee (05.01.2025): Top US Uranium Mine Energy Fuels Reports Record Monthly Uranium Production
While most of my week has been devoted to the final preparations for CMI Summit IV (May 13–14…
