CMR
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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 Critical Minerals Report (12.07.2025): How Washington, Brussels, London, and Beijing Are Rewiring the Critical Minerals Supply Chains
From Saturday, November 22nd through this weekend, the critical minerals story has been less about prices and more…
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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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Critical Minerals Report (11.09.2025): Financing Critical Minerals 2.0 Through Government Equity and Private Capital
The critical minerals race accelerated on multiple fronts this week, with policy shifts and partnerships reshaping supply chains…
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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 Report (10.11.2025): Western Critical Minerals Stocks Soar as China’s Export Controls Ignite a Tech War
The past week brought into sharp relief how critical minerals have become a geopolitical battleground and a focus…
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Critical Minerals Report (09.26.2025): The Pentagon Doubles Down on Antimony as Neo’s Magnet Plant Opens in Europe
From Washington to Beijing and Brussels, critical minerals drove a whirlwind of policy moves and corporate maneuvers this…
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Critical Minerals Report (09.14.2025): Tariffs, Courtroom Greenlights, and a $70B Copper Merger—Policy-Driven Upheaval in Critical Minerals
An unexpectedly packed week in the critical minerals arena underscored how fluid the geopolitical, regulatory, and market backdrop…
