May 03, 2026
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brought to you by the Critical Minerals Institute (CMI). In this edition

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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Deep Sea Minerals’ James Deckelman on the Next Critical Minerals Frontier

Kerem Usenmez on Volta Metals’ Rare Earth Scale and the High-Grade Gallium that Sets it Apart

Robin Dunbar Positions Grid Metals at the Center of the Global Cesium Supply Race

Defense Metals’ Mark Tory on Why the Rare Earths Grade and Processing Technology Matters