Critical Minerals Report
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Critical Minerals Report (09.06.2026): Xi and Trump Meet in Washington with the Global Minerals Order at Stake
The countdown to November 10 is now part of the critical minerals investment equation, but the most consequential…
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Critical Minerals Report (08.16.2026): The Critical Minerals Bull Market Is Here as China Puts Its Arsenal Back in Play
“November 10 is not simply an export control deadline. It is the day the West discovers whether it…
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CMR Podcast: Why Industrial Expertise Is Becoming the West’s Greatest Critical Minerals Asset
“The conversation is shifting from owning deposits to owning capabilities.” That observation from Critical Minerals Institute (CMI) Co-Chair…
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Critical Minerals Report (07.05.2026): The Hunt for Industrial Expertise Is On.
The past fourteen days materially advanced the shift of critical minerals from a supply-chain issue into a policy-and-security…
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Critical Minerals Report (06.21.2026): Allies, Competitors, and Critical Minerals
“Critical minerals have become the ultimate geopolitical paradox. Governments increasingly recognize that supply-chain security requires cooperation, yet every…
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Critical Minerals Report (06.14.2026): Control is the New Commodity
“I didn’t think I would live long enough to see someone recommend that investors take a hard look…
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Critical Minerals Report (06.07.2026): The Next Phase of the Critical Minerals Economy
Two weeks rarely change the trajectory of an industry. Yet the past fortnight may ultimately be remembered as…
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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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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…
