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Uranium
+2
Sep 28, 2025
5 min read
+1
Sep 9, 2025
4 min read
Lithium
Aug 31, 2025
6 min read
+3
Aug 25, 2025
7 min read
Aug 18, 2025
Aug 10, 2025
Copper
Aug 5, 2025
Jul 27, 2025
Jul 20, 2025
Jul 13, 2025
Jun 30, 2025
Jun 22, 2025
![[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)
![[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)
![[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)
![[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)
![[CW32] Critical Minerals: Price floors, FAST-41, and hidden edge](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=720,fit=scale-down,onerror=redirect/uploads/asset/file/b913cecc-42e1-4ea0-825f-375146448cd2/1926a84b-fc31-4ed4-99fd-0ed8d51628de_1536x1024.jpg?t=1779224915)
![[CW31] Magnets, Lines, and Megawatts](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=720,fit=scale-down,onerror=redirect/uploads/asset/file/8c32778f-ebec-4ca5-a1ac-5d31e079d93d/3e0424c5-ba66-4ca9-9290-4599345c681b_1536x1024.jpg?t=1779224919)
![[CW30] Copper record productions; Uranium tokenization, and a German Lithium lifeline](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=720,fit=scale-down,onerror=redirect/uploads/asset/file/83e8cb66-b5c5-4b1a-a982-e9fb9278c78b/2e3abbb0-f016-48f8-bacb-44df02995ebb_1536x1024.jpg?t=1779224920)
![[CW29] Rare Earths recycling Phoenix (rising from the ashes); Uranium’s deepest play yet; and Lithium’s floor](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=720,fit=scale-down,onerror=redirect/uploads/asset/file/ac53a92e-0419-48d9-bfb2-fceda06afa40/989e42d9-da90-4ebb-b5a6-ffe3d2e1d11f_1536x1024.jpg?t=1779224920)
![[CW28] Rio 2025 and the Tariffs KAOS](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=720,fit=scale-down,onerror=redirect/uploads/asset/file/8a88c231-ef16-4e3f-9ec8-d25a212185aa/6a49b084-0b1d-40e1-9598-dc6eb4a85a6a_1536x1024.jpg?t=1779224920)
![[CW26] Magnet headaches and Copper processing feed drama](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=720,fit=scale-down,onerror=redirect/uploads/asset/file/41256b9d-7499-4a3f-ac24-c7510f29e555/7325b12d-f9c7-41ae-a199-9ef71a36b3be_4928x3264.jpg?t=1779224919)
![[CW25] G7 Critical Minerals agenda; Copper’s comeback as juniors surge; and Midstream heats up](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=720,fit=scale-down,onerror=redirect/uploads/asset/file/172b740c-6480-4e21-81a5-6f4b875bded7/539d33e4-4ab0-4a04-ab8b-af8b80e1568e_3743x2262.jpg?t=1779224919)
