Copper
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Critical Minerals Report (05.24.2026): National Security Moves Downstream
The critical minerals sector spent the past week confronting a reality that many policymakers continue to resist publicly:…
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Critical Minerals Institute (CMI) Summit 5: Critical Minerals and the New Industrial Order
The ballroom at Toronto’s historic National Club felt less like a conventional mining conference and more like a…
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Critical Minerals Report (04.26.2026): CATL Commits $4.4B, U.S. Stockpile Stalls & Canada Eyes Europe in Supply Chain Shift
The critical minerals narrative is no longer defined by scarcity—it is defined by execution. Over the past week,…
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The Critical Minerals Report (04.19.2026): Supply Chains Under Siege, Policy Experiments Multiply, and the Market Starts to Fracture
The past week forced the critical minerals sector into a hard confrontation with reality: geopolitics is no longer…
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Critical Minerals Report (04.12.2026): The Iran War, China’s Chemical Leverage & The Real Supply Chain Constraint
“The bottleneck isn’t ore — it’s chemicals. And China controls them…” starts Jack Lifton in our conversation earlier…
