October 21, 2026
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brought to you by the Critical Minerals Institute (CMI). In this edition

Ruthenium Prices Double as AI Storage Demand Meets Limited Supply

Ruthenium has more than doubled in price over the past year, bringing a little-known ingredient in data storage…

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Ucore Advances Louisiana Rare Earth Separation with Expanded Defense Funding

DMG Moves Toward a Long Term AI Business at Christina Lake

American Rare Earths Is Betting That Scale Is the Easy Part

Australian Rare Earths Advances the AR3 ANSTO Pilot and Neo Performance Offtake Plans