February 23, 2026
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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

Kerem Usenmez on Volta Metals’ Rare Earths, Gallium, Lithium, Cesium and Tantalum Project Ontario

Critical Minerals Americas’ Denis Clement on Reviving a Multi-Billion-Tonne Black Shale Project in Alberta

Antimony Price Spike Puts Critical Mineral in Spotlight as Jim Atkinson Advances Antimony Resources’ Bald Hill Project