rare earths
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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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Tungsten Breaks Into CMI Top 5 Consideration as Supply Risks Reshape the 2026 Critical Minerals Institute Watchlist
The Critical Minerals Institute’s watch list is meant to identify materials defined not by popularity but by supply…
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No EV Boom, No Rare Earth Magnet Boom: The Demand Reality Facing Critical Minerals for the U.S. Market
The recent Wall Street Journal report on the Detroit automakers’ $50 billion reckoning over electric vehicles reads as…
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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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Christopher Eager on Resouro’s Flagship Tiros Titanium–Rare Earths Project: Brazil’s Minas Gerais Advantage
The market can ignore a deposit for years—until the supply chain can’t. Resouro Strategic Metals Inc. (ASX: RAU)…
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Trump’s Critical Minerals “Project Vault”: Jack Lifton Calls It “Theater”
The politics of stockpiles are easy; the physics of stockpiles are not. The moment you move from a…
