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Critical Minerals
+2
Oct 28, 2026
16 min read
Lithium
Oct 21, 2026
Geopolitics
+1
Oct 14, 2026
17 min read
Oct 7, 2026
Sep 30, 2026
15 min read
Tungsten
Sep 23, 2026
18 min read
Copper
Sep 16, 2026
20 min read
Sep 9, 2026
19 min read
Sep 2, 2026
Aug 26, 2026
+3
Aug 19, 2026
Uranium
Aug 12, 2026
![[CW43] Japan cannot buy, GM will not: Rare Earth risk moved to the buyer](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=720,fit=scale-down,onerror=redirect/uploads/asset/file/ee3fe688-65bf-48e8-81af-ec5d545773ab/CW43_CriticalMineralsJournal_Cover__1_.png?t=1793150520)
![[CW42] Binding offtakes secure the buyer, not the destination](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=720,fit=scale-down,onerror=redirect/uploads/asset/file/7ca1e7de-7b5d-4761-b6a6-33739cd77d9d/CW42_Critical_Minerals_Journal_Cover__2_.png?t=1792548825)
![[CW41] Europe announced a number on cars and got a verb on magnets](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=720,fit=scale-down,onerror=redirect/uploads/asset/file/24ecb200-f089-42aa-930f-8f8ab012d605/CW41_Critical_Minerals_Journal_Cover__2_.png?t=1791947206)
![[CW40] The price of a yes: China asks for Copper to clear Anglo-Teck](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=720,fit=scale-down,onerror=redirect/uploads/asset/file/3ecb3ee4-d687-4684-836a-9fd52894b7ed/CW40_CriticalMineralsJournal_Cover__1_.png?t=1791947206)
![[CW39] Trump-Xi outcome: China moved its deadline, but America's own rule moves first](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=720,fit=scale-down,onerror=redirect/uploads/asset/file/16d6e5d2-db78-429c-abd9-4439cd05ee84/CW39_Critical_Minerals_Journal_Cover.png?t=1791340596)
![[CW38] The state bought the company. Someone else bought the metal.](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=720,fit=scale-down,onerror=redirect/uploads/asset/file/b7547d41-c4dc-471f-9ddd-91752e2b9bc7/CW38_Critical_Minerals_Journal_Cover__2_.png.png?t=1790736181)
![[CW37] The tariff that works is the tariff that cannot be imposed](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=720,fit=scale-down,onerror=redirect/uploads/asset/file/eee7539d-48e6-499a-8a88-355cfa3fefb5/CW37_Critical_Minerals_Journal_Cover.png?t=1790128418)
![[CW36] The licenses cleared, but the cargo didn’t + Misalignment of government priorities](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=720,fit=scale-down,onerror=redirect/uploads/asset/file/262f4c2c-8029-4cc0-b82b-56a84b6ce6e2/CW36_Critical_Minerals_Journal_Cover.png.png?t=1789532149)
![[CW35] The U.S.-Canada trade ‘fight’ and how this materially impacts your exposure](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=720,fit=scale-down,onerror=redirect/uploads/asset/file/2bd8e9b2-e6b6-47b8-8cfe-2ac4b3f69a8d/CW25_Critical_Minerals_Journal_Cover__1_.png?t=1788930864)
![[CW34] Copper never moved, it just changed its status + Rare Earths' market updates](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=720,fit=scale-down,onerror=redirect/uploads/asset/file/8982a891-43e6-495f-8273-4b53b44da06c/CW34_CriticalMineralsJournal_Cover.png.png?t=1788318374)
![[CW33] The calendar became the commodity](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=720,fit=scale-down,onerror=redirect/uploads/asset/file/d8ab97d3-eeeb-4ffc-bb8f-7bd7ae9aa341/CW33_CriticalMineralsJournal_Cover.png.png?t=1787754598)
![[CW32] The Power Couple, Fifteen Months Later: Two Legs, and a Tripwire](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=720,fit=scale-down,onerror=redirect/uploads/asset/file/8ffe3fca-8067-45ed-bce4-8ca1d4431c56/CW32_CriticalMineralsJournal_Cover_BW.png.png?t=1787536002)
