Critical Minerals Journal

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Oliver Buchannon

Critical Minerals Journal

The playbook for mastering Critical Minerals. Curated research and insights trusted by policymakers, investors, analysts, and educators. [email protected]

[CW20] The program goes permanent; and three deficits arrive early

[CW20] The program goes permanent; and three deficits arrive early

Critical Minerals Journal

May 19, 2026

[CW19] The price floor just produced cash; and the Geopolitical Playbook

[CW19] The price floor just produced cash; and the Geopolitical Playbook

Critical Minerals Journal

May 11, 2026

[CW18] Project Vault's quiet 'Chinese problem'

[CW18] Project Vault's quiet 'Chinese problem'

Critical Minerals Journal

May 4, 2026

[CW17] $USAR-Serra Verde Dy and Tb price floor, U.S.-EU Critical Minerals MOU, Nuclear capacity under construction and Copper at an Acid squeeze

[CW17] $USAR-Serra Verde Dy and Tb price floor, U.S.-EU Critical Minerals MOU, Nuclear capacity under construction and Copper at an Acid squeeze

Critical Minerals Journal

Apr 27, 2026

[CW11] The West’s Rare Earth market architecture is getting real, while Uranium and Copper face the war

[CW11] The West’s Rare Earth market architecture is getting real, while Uranium and Copper face the war

Critical Minerals Journal

Mar 23, 2026

[CW6] The Washington Minerals Summit (and its derivatives), Oak Ridge’s Renaissance, and the Uranium Policy Wave

[CW6] The Washington Minerals Summit (and its derivatives), Oak Ridge’s Renaissance, and the Uranium Policy Wave

Critical Minerals Journal

Feb 10, 2026

[CW5] Stockpiled power: Project Vault, DOE realignment, and Europe’s CRMA execution wall

[CW5] Stockpiled power: Project Vault, DOE realignment, and Europe’s CRMA execution wall

Critical Minerals Journal

Feb 2, 2026

[CW4] USA Rare Earths deal with the U.S. Government; Energy Fuels acquisition of ASM; DOE's HALEU supply for Hermes; and Geopolitics updates

[CW4] USA Rare Earths deal with the U.S. Government; Energy Fuels acquisition of ASM; DOE's HALEU supply for Hermes; and Geopolitics updates

Critical Minerals Journal

Jan 26, 2026

[CW3] Deep-Sea Rare Earths, Stockpiled Copper, and a Uranium Incident That Repriced Risk

[CW3] Deep-Sea Rare Earths, Stockpiled Copper, and a Uranium Incident That Repriced Risk

Critical Minerals Journal

Jan 19, 2026

[CW2] Copper hits records as tariff risk bites; Uranium policy tightens; Lithium 'new' demand driver

[CW2] Copper hits records as tariff risk bites; Uranium policy tightens; Lithium 'new' demand driver

Critical Minerals Journal

Jan 11, 2026

[CW52] The Geopolitical Map of 2025: Critical Minerals

[CW52] The Geopolitical Map of 2025: Critical Minerals

Critical Minerals Journal

Dec 31, 2025

[CW44] Rare Earths ignite the West; Lithium accelerates; and Uranium holds

[CW44] Rare Earths ignite the West; Lithium accelerates; and Uranium holds

Critical Minerals Journal

Nov 3, 2025

[CW42] Our take on the 'trade war week', China tightens Rare Earths, Uranium holds 80, Copper at ATH

[CW42] Our take on the 'trade war week', China tightens Rare Earths, Uranium holds 80, Copper at ATH

Critical Minerals Journal

Oct 20, 2025

[CW39] Policy put week: G7 Rare Earth price floor; Copper squeeze, Uranium above 80

[CW39] Policy put week: G7 Rare Earth price floor; Copper squeeze, Uranium above 80

Critical Minerals Journal

Sep 28, 2025

[CW38] U.S. $5B Critical Minerals fund, Rare Earths turbulance; Copper strength, and Uranium liquidity

[CW38] U.S. $5B Critical Minerals fund, Rare Earths turbulance; Copper strength, and Uranium liquidity

Critical Minerals Journal

Sep 22, 2025

[CW36] Uranium supply squeeze deepens; Copper concentrate quality premium; U.S. anchors HREE; Lithium de-risking steps

[CW36] Uranium supply squeeze deepens; Copper concentrate quality premium; U.S. anchors HREE; Lithium de-risking steps

Critical Minerals Journal

Sep 9, 2025

[CW35] ex-China HREE pathways emerging; Copper joins U.S. Critical Minerals list; Canada-Germany cooperation; Lithium projects de-risk

[CW35] ex-China HREE pathways emerging; Copper joins U.S. Critical Minerals list; Canada-Germany cooperation; Lithium projects de-risk

Critical Minerals Journal

Aug 31, 2025

[CW34] China tightens rare earths; Copper capital shifts toward the Andes; Uranium financing hits stride; Lithium builds plants while consolidating balance sheets

[CW34] China tightens rare earths; Copper capital shifts toward the Andes; Uranium financing hits stride; Lithium builds plants while consolidating balance sheets

Critical Minerals Journal

Aug 25, 2025

[CW33] DoE’s $1B Critical Minerals push | Lithium discipline, Copper tariffs reset, Rare Earth policy shifts, Uranium advances

[CW33] DoE’s $1B Critical Minerals push | Lithium discipline, Copper tariffs reset, Rare Earth policy shifts, Uranium advances

Critical Minerals Journal

Aug 18, 2025

[CW32] Critical Minerals: Price floors, FAST-41, and hidden edge

[CW32] Critical Minerals: Price floors, FAST-41, and hidden edge

Critical Minerals Journal

Aug 10, 2025

[CW31] Magnets, Lines, and Megawatts

[CW31] Magnets, Lines, and Megawatts

Critical Minerals Journal

Aug 5, 2025

[CW30] Copper record productions; Uranium tokenization, and a German Lithium lifeline

[CW30] Copper record productions; Uranium tokenization, and a German Lithium lifeline

Critical Minerals Journal

Jul 27, 2025

[CW29] Rare Earths recycling Phoenix (rising from the ashes); Uranium’s deepest play yet; and Lithium’s floor

[CW29] Rare Earths recycling Phoenix (rising from the ashes); Uranium’s deepest play yet; and Lithium’s floor

Critical Minerals Journal

Jul 20, 2025

[CW28] Rio 2025 and the Tariffs KAOS

[CW28] Rio 2025 and the Tariffs KAOS

Critical Minerals Journal

Jul 13, 2025

[CW26] Magnet headaches and Copper processing feed drama

[CW26] Magnet headaches and Copper processing feed drama

Critical Minerals Journal

Jun 30, 2025