critical materials
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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…
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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…
