lithium
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Constantine Karayannopoulos on the MP Materials Effect on the Rare Earths Market
October 3, 2025 — The rare earths market is sizzling — valuations have doubled or tripled since early summer…
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Critical Minerals Report (09.26.2025): The Pentagon Doubles Down on Antimony as Neo’s Magnet Plant Opens in Europe
From Washington to Beijing and Brussels, critical minerals drove a whirlwind of policy moves and corporate maneuvers this…
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Critical Minerals Report (09.14.2025): Tariffs, Courtroom Greenlights, and a $70B Copper Merger—Policy-Driven Upheaval in Critical Minerals
An unexpectedly packed week in the critical minerals arena underscored how fluid the geopolitical, regulatory, and market backdrop…
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CVMR’s $7 Billion Gold-Backed Token Fund Forges a New Path to Critical Minerals Security
September 10, 2025 — Seven billion dollars in glinting bullion—vaulted in Switzerland and destined to underwrite a new class…
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Critical Minerals Report (09.07.2025): Uranium Surge and Copper Demand Grows with Trump’s Tariff Legal Woes.
Global nuclear energy is in the midst of a renaissance. The World Nuclear Association’s biennial report released this…
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Hallgarten Report: Argentina’s October Stress Test—Can Milei’s Libertarian Shock Therapy Survive the Mid-Terms?
I opened Christopher Ecclestone’s latest Hallgarten & Company note on Argentina for the pleasure of his razor-sharp prose…
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The Critical Minerals Report (8.29.2025): How critical minerals have become a geopolitical battleground.
This week underscored how critical minerals have become a geopolitical battleground. In Washington, President Donald Trump issued a…
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Canada and Germany’s Critical Mineral Partnership — and a Road Less Travelled.
Earlier today, inside Berlin’s Federal Chancellery, Canada’s Prime Minister Mark Carney and German Chancellor Friedrich Merz shook hands…
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The Critical Minerals Report (8.22.2025): Carney’s Gambit, China’s Grip, and Washington’s Counterstrike
A fierce new front in great-power rivalry erupted this week as critical minerals—once niche commodities—took center stage in…
