China
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Anthony Milewski on the double-edged demand of Vanadium
By 2033, vanadium redox flow batteries (VRFBs) are projected to account for 17% of global vanadium use — a x6 increase…
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InvestorCoffee (06.02.2025): Trump Driving Gold Again
Canada’s equity market looks set to open in positive territory, buoyed by a powerful bid under commodities even…
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Christopher Ecclestone Says Canada is ‘Where It’s At’ for Critical Minerals as Tungsten Takes Center Stage at CMI Summit IV
May 23, 2025 — Tungsten emerged decisively as the critical mineral generating the most intrigue at the recent…
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The Eel Trap of Globalization: The West’s Uphill Battle to Reclaim Critical Mineral Supply Chains
The global landscape of critical minerals has undergone significant shifts over the past few decades. Initially, Western nations…
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Rare Earth Sourcing in the Land of the Blind
“America’s rare earth strategy is being led by the blind—misinterpreting unintended bureaucratic miscalculations in China as strategic manipulation.…
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Thriving in Chaos: Some Suggestions
Tariffs for all (albeit temporarily at a lower level, unless you’re China). Stock markets crashing. Businesses reeling. Seventy…
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Tariffs Ignite Global Trade Wars and Rare Earth Showdown Between U.S. and China
“While tariffs grab headlines and resonate politically, the stark reality is that the U.S.-China trade imbalance remains entrenched…
