lithium
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The Critical Minerals Platform (CMP) Report: The Chokepoints Nobody Sees Until They Matter
In the critical minerals business, supply disruptions do not always begin at a mine. Sometimes they begin in…
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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…
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Critical Minerals Report (04.05.2026): Section 232 Reset Begins, Tungsten Capital Accelerates & Rare Earth Supply Chains Face Execution Test
By the end of this publishing window, the critical minerals market looked less like a set of independent…
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The Critical Minerals Report (03.22.2026): Building a ‘Critical Minerals NATO’, Iran Shockwaves, and Cobalt–Tungsten–Uranium as Barometers of Global Turbulence
As conflict flares with Iran, the global race for critical minerals has shifted into overdrive. In Washington, the…
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EY’s Theo Yameogo on Gold, Silver and the Global Critical Minerals Market
At PDAC 2026 in Toronto, InvestorNews host Tracy Hughes spoke with Theo Yameogo, EY Americas’ Metals & Mining…
