CMI
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Canada’s Mining Wonderland: A Strategic Powerhouse in the Critical Minerals Era
In the global rush for the resources that will power the 21st-century economy — from electric vehicles and…
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Chaos and Capital: Jack Lifton on the Fractured Future of the Critical Minerals Economy
China’s manipulation of the rare earths market isn’t a policy glitch — it’s a geopolitical weapon. In a…
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Critical Minerals Report (12.19.2025): China’s Rare Earth Exports Jump 26.5%. Lithium Rallies, and Washington Backs Washington Backs Korea Zinc’s $7.4Bn U.S. Refinery
Over the last week the critical minerals narrative was set by a sequence of government actions, corporate financing…
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The Critical Minerals Report (12.14.2025): The New Critical Minerals Economy
This past week made something plain that the industry has been circling for years: we are no longer…
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The Congo Is Not a Quick Win
In Washington, “peace” is being marketed like a term sheet. In eastern Democratic Republic of Congo, it is…
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Critical Minerals as the Wiring Diagram of Geopolitical Power
Critical minerals are no longer a niche subset of the periodic table; they are the wiring diagram of…
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Critical Minerals Report (11.23.2025): A US$100 Billion Commitment Here, Another US$1.1 Billion There – How Government Capital Is Rewiring Critical Minerals Finance
Apologies for the delay in this edition of the Critical Minerals Report (CMR); the past two weeks, from…
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Washington Announces Strategic Initiative to Secure U.S. Tungsten Supply Through Kazakhstan Partnership
The United States is advancing one of its most significant government-backed critical minerals initiatives in years, and Pini…
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Jack Lifton with Cove Capital’s Pini Althaus on the Largest Tungsten Project in the World
The U.S. clean-energy and defense supply chain may be on the cusp of a major shift — and…
