About
What we publish, why we publish it, and how we think
What CMJ is
Critical Minerals Journal is a strategic intelligence briefing on critical minerals, published every Monday.
Each issue covers what moved in supply chains, geopolitics, technology, and capital markets over the past week.
Not as a news summary, but as a structured analysis of what those movements actually mean (who benefits, who is exposed, and what comes next).
CMJ is read inside investment firms, mining companies, government institutions, and universities. It is built for professionals who need to understand the sector structurally, not just track it.
What CMJ is not
CMJ is not a news aggregation. We don't summarize what others have published.
CMJ is not sell-side research. We don't cover individual securities, issue price targets, or make investment recommendations.
CMJ is not commentary from the outside. The analysis is built on an operator-level understanding of how the industry actually works, demonstrated through the writing, never claimed as a credential.
How we think
We approach the critical minerals market as a system. Supply chains, geopolitics, technology, and capital allocation are not separate topics. They are forces that shape each other continuously. An export restriction is also a pricing event. A refinery investment is also a geopolitical signal. A technology shift is also a supply chain disruption. Our work is built on the premise that understanding requires connection — not more information, but better synthesis. We privilege judgment over volume, structure over speed, and consequence over coverage. The result is a briefing that tells you what to think about, not just what happened.
Brand Manifesto
The critical minerals market is no longer a niche.
Power, technology, and capital increasingly depend on how these resources are sourced, processed, and controlled.
Yet most coverage treats these forces in isolation (separate headlines, separate analysts, separate disciplines).
Critical Minerals Journal was created to bring coherence to this complexity.
We connect geopolitics, supply chains, technology, and finance into clear, opinionated intelligence (not to follow the market, but to understand it).
CMJ team.
Independence and Disclosure
CMJ is produced independently.
The author may be employed in a senior role at a publicly listed company operating in the critical minerals sector.
CMJ is not affiliated with, sponsored by, or produced on behalf of any issuer, company, or government entity.
All content reflects independent analysis based exclusively on publicly available information.
No non-public or material insider information is used in the preparation of CMJ content.
