critical materials
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The Dark Side of Solar Glass: Antimony, Geopolitics and the Energy Transition
If you stand in front of a utility-scale solar farm at dusk, the panels look serene: a regimented…
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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 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…
