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Critical Minerals
+1
Jun 16, 2025
5 min read
Lithium
+2
Jun 8, 2025
7 min read
Jun 3, 2025
4 min read
May 26, 2025
8 min read
May 19, 2025
May 12, 2025
Rare Earth Elements (REEs)
Apr 20, 2025
3 min read
Apr 13, 2025
6 min read
Apr 6, 2025
Mar 30, 2025
Mar 23, 2025
Mar 17, 2025
![[CW24] Markets look forward; supply chains look backwards. This week, the two finally agreed on the same direction — straight into the bottleneck](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=720,fit=scale-down,onerror=redirect/uploads/asset/file/53723a2c-f95c-4b31-a431-ee376ddbf442/eeddb960-8e78-4cdd-ab36-cbc13578a877_1536x1024.jpg?t=1779224919)
![[CW23] Investment opportunities are flying under the radar: Copper, magnets & uranium and more](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=720,fit=scale-down,onerror=redirect/uploads/asset/file/613aeada-eb27-4c98-9d43-3ecb8b607bbb/498baf83-fca4-4235-aaee-8435a6f398b1_6000x3376.jpg?t=1779224920)
![[CW22] Rare-Earth rations, Lithium roller coasters, and the great supply-chain standoff](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=720,fit=scale-down,onerror=redirect/uploads/asset/file/50b507f0-6a38-4ac1-959d-0e824e400b74/7b172ece-5785-4676-ac9e-16b90e70a85a_1536x1024.jpg?t=1779224919)
![[CW21] Why the Energy Transition is no longer a choice but a necessity – The Power Couple](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=720,fit=scale-down,onerror=redirect/uploads/asset/file/fc1cf641-7f6d-497e-a0d1-836c36dbfaa6/671dab45-9da2-4ed9-b492-6ef508b036c6_3713x2475.jpg?t=1779224920)
![[CW20] Important realignment and advancements on Rare Earths: Saudi ambition, U.S. execution, and China's shadow diplomacy](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=720,fit=scale-down,onerror=redirect/uploads/asset/file/c6a2bb27-0d53-4daf-a8ad-40b909c6941f/af5397eb-c46f-466a-bc11-f77b7c606c9e_1536x1024.png?t=1779224920)
![[CW19] Lithium price turns? Geopolitical moves, tech breakthroughs, and market signals to watch](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=720,fit=scale-down,onerror=redirect/uploads/asset/file/77c5b8e7-cbfe-469a-9168-21668d17974d/6a4533cf-12df-4760-af2b-c3565863a195_3712x2475.jpg?t=1779224920)
![[CW16] Rare Earths in the Crossfire (U.S.-China Part III): China Slams the Door, and the West Scrambles for a Window](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=720,fit=scale-down,onerror=redirect/uploads/asset/file/371ce715-2d4b-4001-a7cb-3601006ded3e/f64aaa51-279e-4098-8a3d-2bba60032690_1536x1024.jpg?t=1779224920)
![[CW15] Trade War gets tactical: U.S.-China Tariffs (Part II); Lithium reaching oversupply; EU advancing in the Rare Earths race; and the rise of the WILD World](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=720,fit=scale-down,onerror=redirect/uploads/asset/file/38fade92-3f51-4b01-926a-1e437cad8162/3aeb58b1-b109-49fd-ab1c-d5fb79190122_1536x1024.jpg?t=1779224919)
![[CW14] Rare Earths, Real Wars: The U.S.-China Tariff Tangle and the Global Scramble for Critical Minerals](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=720,fit=scale-down,onerror=redirect/uploads/asset/file/b9bc7f60-f4e3-4320-803b-dc8a000b3d89/4d5303fa-3e63-4e03-88e7-ec1d42ebae25_1536x1024.jpg?t=1779224922)
![[CW13] Salton Sea’s $540B Lithium Jackpot; Texas Goes Rare Earth Dubai; India Eyes Chile; AI Finds Cobalt; Greenland’s $4.4T Question; Argentina’s Triangle Deal; Tech, Power & the Race to Dig Smarter](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=720,fit=scale-down,onerror=redirect/uploads/asset/file/e2f5a9f4-5c69-46e5-806c-45753e650c15/c86fe6cf-9b42-4090-bd43-3d2c698d1eb9_1600x900.jpg?t=1779224922)
![[CW12] From the Deep Sea to the Arctic: Critical Minerals Just Got Messier, Riskier — and More Strategic](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=720,fit=scale-down,onerror=redirect/uploads/asset/file/38fc2a4a-2f33-433b-a842-b551cc7e38c8/024daf16-e7c4-409c-954d-dcf68f1e8c36_1919x1079.jpg?t=1779224922)
![[CW11] The Great Critical Minerals Game: Lithium Wars, Rare Earth Gambits, and Geopolitical Chess Moves](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=720,fit=scale-down,onerror=redirect/uploads/asset/file/d998d367-33b5-476d-9e28-cadb9fe7e7fe/4281984b-9713-49eb-84a3-73113ea5cdf1_7952x5304.jpg?t=1779224923)
