![[CW4] USA Rare Earths deal with the U.S. Government; Energy Fuels acquisition of ASM; DOE's HALEU supply for Hermes; and Geopolitics updates](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=720,fit=scale-down,onerror=redirect/uploads/asset/file/c12df1ae-8d89-406f-8608-14dd5240babf/b2763a8f-0d4e-4697-a294-401f3660c8f1_1498x972.jpg?t=1779224913)
Uranium
+1
[CW4] USA Rare Earths deal with the U.S. Government; Energy Fuels acquisition of ASM; DOE's HALEU supply for Hermes; and Geopolitics updates
Jan 26, 2026
9 min read
![[CW3] Deep-Sea Rare Earths, Stockpiled Copper, and a Uranium Incident That Repriced Risk](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=720,fit=scale-down,onerror=redirect/uploads/asset/file/241b83ac-7e93-4747-a9ac-06bd09c4fad5/ae8c4895-9626-4c28-aa50-eaeefc91d036_1470x974.jpg?t=1779224913)
Uranium
+2
[CW3] Deep-Sea Rare Earths, Stockpiled Copper, and a Uranium Incident That Repriced Risk
Jan 19, 2026
6 min read
![[CW2] Copper hits records as tariff risk bites; Uranium policy tightens; Lithium 'new' demand driver](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=720,fit=scale-down,onerror=redirect/uploads/asset/file/4f0cab4c-31f8-47ba-aa4f-e76602c2a4e2/419f5126-9f8a-4100-bb98-1c394a14d39d_1510x987.jpg?t=1779224913)
Lithium
+2
[CW2] Copper hits records as tariff risk bites; Uranium policy tightens; Lithium 'new' demand driver
Jan 11, 2026
7 min read
![[CW52] The Geopolitical Map of 2025: Critical Minerals](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=720,fit=scale-down,onerror=redirect/uploads/asset/file/23d84fd9-2bf2-4e32-865f-2e69f75c1df9/fed54b91-3530-4e7f-8ae6-b6463142bba9_1485x928.jpg?t=1779224913)
![[CW44] Rare Earths ignite the West; Lithium accelerates; and Uranium holds](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=720,fit=scale-down,onerror=redirect/uploads/asset/file/6cd786fd-a403-4138-ab34-239637d74ca2/97e62e91-7a59-48fd-a820-c96e47802bb2_1536x1024.jpg?t=1779224913)
Lithium
+3
[CW44] Rare Earths ignite the West; Lithium accelerates; and Uranium holds
Nov 3, 2025
7 min read
![[CW42] Our take on the 'trade war week', China tightens Rare Earths, Uranium holds 80, Copper at ATH](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=720,fit=scale-down,onerror=redirect/uploads/asset/file/5ab0d09c-6a2f-445c-bdad-bafb2db79d5e/4c5187f1-34e8-4cc1-9bf4-1300b9820baf_1536x1024.jpg?t=1779224913)
Uranium
+2
[CW42] Our take on the 'trade war week', China tightens Rare Earths, Uranium holds 80, Copper at ATH
Oct 20, 2025
5 min read
![[CW39] Policy put week: G7 Rare Earth price floor; Copper squeeze, Uranium above 80](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=720,fit=scale-down,onerror=redirect/uploads/asset/file/ec75decb-2208-454a-85de-1782870c8f48/cd9f0cc3-5f5b-4d7f-8490-ec9f319185b8_1688x1125.jpg?t=1779224913)
Uranium
+2
[CW39] Policy put week: G7 Rare Earth price floor; Copper squeeze, Uranium above 80
Sep 28, 2025
5 min read
![[CW38] U.S. $5B Critical Minerals fund, Rare Earths turbulance; Copper strength, and Uranium liquidity](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=720,fit=scale-down,onerror=redirect/uploads/asset/file/615d2564-6e56-43c2-8ad6-8dc3163d375b/8b0d75ee-4ccd-4a27-8d53-305a460bcb95_1536x1024.jpg?t=1779224913)
![[CW36] Uranium supply squeeze deepens; Copper concentrate quality premium; U.S. anchors HREE; Lithium de-risking steps](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=720,fit=scale-down,onerror=redirect/uploads/asset/file/801f0318-87ea-468a-b456-27831ef05cdf/a42d0bfd-661f-4cd7-8d29-2bbd8e3c32a8_1536x1024.jpg?t=1779224913)
Uranium
+1
[CW36] Uranium supply squeeze deepens; Copper concentrate quality premium; U.S. anchors HREE; Lithium de-risking steps
Sep 9, 2025
4 min read
![[CW35] ex-China HREE pathways emerging; Copper joins U.S. Critical Minerals list; Canada-Germany cooperation; Lithium projects de-risk](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=720,fit=scale-down,onerror=redirect/uploads/asset/file/90743e2f-f6e5-48e3-bdd1-e2c4e119d39f/4e17669b-bb8a-4758-9896-4b7f23691a91_1536x1024.jpg?t=1779224915)
Lithium
+2
[CW35] ex-China HREE pathways emerging; Copper joins U.S. Critical Minerals list; Canada-Germany cooperation; Lithium projects de-risk
Aug 31, 2025
6 min read
![[CW34] China tightens rare earths; Copper capital shifts toward the Andes; Uranium financing hits stride; Lithium builds plants while consolidating balance sheets](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=720,fit=scale-down,onerror=redirect/uploads/asset/file/40b1f704-5024-49a1-8407-fe21575d6cc1/8dcbfc01-c494-4e7c-851b-596e906509e5_1536x1024.jpg?t=1779224915)
![[CW33] DoE’s $1B Critical Minerals push | Lithium discipline, Copper tariffs reset, Rare Earth policy shifts, Uranium advances](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=720,fit=scale-down,onerror=redirect/uploads/asset/file/a884913c-18f8-4ad1-b98c-819c36c1812b/d6e8961f-b038-4334-bd4d-6d38314d24c1_1536x1024.jpg?t=1779224915)
