lithium
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Critical Minerals as the Wiring Diagram of Geopolitical Power
Critical minerals are no longer a niche subset of the periodic table; they are the wiring diagram of…
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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…
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Canada’s Federal Budget and the 5 Critical Mineral Moves That Could Reshape Mining
In a departure from tradition, Canada’s federal government tabled its full 2025 budget on November 4 — a…
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Critical Minerals Report (10.24.2025): Follow the Yellow Brick Road — China’s Squeeze Turbocharges Western Resolve to Weaponize Capital
The past week delivered a cascade of strategic moves in critical minerals, underscoring an accelerating global realignment. In…
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Nano One’s Alex Holmes on Building a Western Blueprint for LFP Batteries
October 14, 2025 — The world’s next energy race isn’t being fought over oil or gas—it’s being built from…
