Briefings
Structured intelligence on critical minerals geopolitics, supply chains, and capital
![[CW28] The biggest commodity trades no longer print](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=720,fit=scale-down,onerror=redirect/uploads/asset/file/65a54b08-340a-4884-b9ec-3e8fb2391d12/CW28_Critical_Minerals_Journal_Cover.png.png)
![[CW27] The license became the unit of supply and the offtake became the gate](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=720,fit=scale-down,onerror=redirect/uploads/asset/file/441f6a1e-87d5-489c-8fb1-ed5f1bee19d2/CW27_CMJ__1_.png)
Lithium
+4
[CW27] The license became the unit of supply and the offtake became the gate
Jul 8, 2026
15 min read
![[CW26] The M&A era in critical minerals + China's prosecution measure](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=720,fit=scale-down,onerror=redirect/uploads/asset/file/c09578c1-8fc0-4f12-9b13-10f23d2d4abe/CW26_Critical_Minerals_Journal__1_.png)
Uranium
+4
[CW26] The M&A era in critical minerals + China's prosecution measure
Jun 30, 2026
14 min read
![[CW25] The West named a price and China named the companies](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=720,fit=scale-down,onerror=redirect/uploads/asset/file/0478c3a2-e756-4d91-a69e-3b54d6410582/CW25_Critical_Minerals_Journal_G7_Evian_France__1_.png)
![[CW24] China's exports hit a 4-month high, but for one ally: zero](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=720,fit=scale-down,onerror=redirect/uploads/asset/file/3e50b0b0-19d0-4c52-a432-8e6280db8f39/CW24_Critical_Minerals_Journal_Briefing__1_.png)
![[CW23] China made the majors drop the benchmark. Are Critical Minerals next?](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=720,fit=scale-down,onerror=redirect/uploads/asset/file/539e931e-db3c-4bb6-a9fe-962e0742b8af/CW23_Critical_Minerals_Journal__1_.png)
![[CW22] The Reagent that reprices four minerals at once](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=720,fit=scale-down,onerror=redirect/uploads/asset/file/28543292-878d-4c6f-87d2-60481aa3e1be/CW22_CriticalMineralsJournal__1_.png)
![[CW21] Japan went from 57% to 2%: The Yttrium data nobody is reading](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=720,fit=scale-down,onerror=redirect/uploads/asset/file/95f0a817-c64b-4c58-89b8-61461b87d347/CW21_Cover_Critical_Minerals_Journal__1_.png)
Copper
+2
[CW21] Japan went from 57% to 2%: The Yttrium data nobody is reading
May 26, 2026
10 min read
![[CW20] The program goes permanent; and three deficits arrive early](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=720,fit=scale-down,onerror=redirect/uploads/asset/file/b52685d1-0e19-4ab5-bc09-af4b8979c464/6c92c91d-e54e-4a5c-9b83-2db66ba71477_1672x941.jpg.jpg)
![[CW19] The price floor just produced cash; and the Geopolitical Playbook](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=720,fit=scale-down,onerror=redirect/uploads/asset/file/9ea40cee-9ea9-4332-8843-9a6731cc5f43/f6ece6f3-60ee-4c2c-9d06-ad66b1b83228_1672x941.jpg)
![[CW18] Project Vault's quiet 'Chinese problem'](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=720,fit=scale-down,onerror=redirect/uploads/asset/file/f9234873-7663-465d-91dc-d52250d6d60d/f7edf088-35e3-48f4-94fb-c7cbedc42fbc_1644x920.jpg)
![[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](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=720,fit=scale-down,onerror=redirect/uploads/asset/file/bf9325ca-d986-454f-855b-1acc01714f84/8679ba5f-59a7-49a6-9ced-d000a2ab64ff_1635x903.jpg)
