Critical Minerals Institute
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The Critical Minerals Report (02.09.2026): Project Vault and the West’s Scramble for Rare Earths and Price Power
The past two weeks have laid bare a quickening scramble for control of critical minerals. In Brazil, officials…
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Mandates Out, Emissions In: Carney Rewrites Canada’s EV Playbook
The fastest way to understand Canada’s new auto strategy is to notice what it drops: the 100% EV…
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Trump’s Critical Minerals “Project Vault”: Jack Lifton Calls It “Theater”
The politics of stockpiles are easy; the physics of stockpiles are not. The moment you move from a…
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CMI Masterclass: The Global Economic War for Rare Earths
The rare earth industry has stopped being a supply chain and started behaving like a lever of power.…
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The Critical Minerals Blind Spot Between Washington and Canada
Power is shifting beneath North America’s feet, and the tremors are being misread in Washington. What looks, on…
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The U.S. at a Strategic Crossroads with China — and the Industrial Policy Lifeline (and Relationships) That Could Save Us.
The debate over American economic hegemony is not an abstraction. It is grounded in a concrete truth: industrial…
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Critical Minerals Report (01.26.2026): U.S. Commits $1.6B to USA Rare Earth; Mitsubishi Invests $600M in Arizona Copper; Energy Fuels Acquires ASM for $299M
As the global minerals race intensifies, the landscape is no longer merely defined by supply and demand curves—it…
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Critical Minerals Expert Jack Lifton and ReeXploration’s Christopher Drysdale Confirm Full Funding for Eureka Uranium Drill Program
The future of critical minerals will not be decided in conference rooms or policy papers, but in jurisdictions…
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Critical Minerals Report (01.18.2026): Trump, Greenland, and the New Critical Minerals Economy
The global scramble for critical minerals reached a new pitch this week, underscoring warnings that the West remains…
