Critical Minerals Report
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The Critical Minerals Report (02.22.2026): The Price-Floor Era Arrives for Rare Earths and Uranium, Copper’s Midstream Problem, and Graphite Trade Walls
Before turning to policy, prices, and projects, a reminder of what the Critical Minerals Institute (CMI) is doing…
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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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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 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…
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The Critical Minerals Report (01.11.2026): The World’s Scramble for Critical Minerals Enters a New Phase
“Critical minerals are now dictating political decisions between countries. This isn’t coming — it’s already happening. The French…
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Critical Minerals Report (12.19.2025): China’s Rare Earth Exports Jump 26.5%. Lithium Rallies, and Washington Backs Washington Backs Korea Zinc’s $7.4Bn U.S. Refinery
Over the last week the critical minerals narrative was set by a sequence of government actions, corporate financing…
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The Critical Minerals Report (12.14.2025): The New Critical Minerals Economy
This past week made something plain that the industry has been circling for years: we are no longer…
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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 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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Critical Minerals Report (11.09.2025): Financing Critical Minerals 2.0 Through Government Equity and Private Capital
The critical minerals race accelerated on multiple fronts this week, with policy shifts and partnerships reshaping supply chains…
