Briefings
Articles, analyses, and insights to keep you up to date
![[CW18] China is tightening the grip on REEs, Project Vault's Chinese paradox, and DRC's Copper hybrid mineral-state](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=720,fit=scale-down,onerror=redirect/uploads/asset/file/2874c615-f800-4ea4-8cf7-33eed28fd8d6/554c944b-8914-4758-8fb4-849d6d8e4718_1644x920.jpg)
Copper
+2
[CW18] China is tightening the grip on REEs, Project Vault's Chinese paradox, and DRC's Copper hybrid mineral-state
May 4, 2026
9 min read
![[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/fcac6026-6b91-4fca-a5a2-4c1a38bcd9f9/8679ba5f-59a7-49a6-9ced-d000a2ab64ff_1635x903.jpg)
Uranium
+1
[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
Apr 27, 2026
10 min read
![[CW11] The West’s Rare Earth market architecture is getting real, while Uranium and Copper face the war](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=720,fit=scale-down,onerror=redirect/uploads/asset/file/39f9245b-38dd-4bfe-862c-94d5def77a26/fb1cc970-7744-4b3e-bbd4-acbd15652fbf_1488x970.jpg)
![[CW6] The Washington Minerals Summit (and its derivatives), Oak Ridge’s Renaissance, and the Uranium Policy Wave](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=720,fit=scale-down,onerror=redirect/uploads/asset/file/e5ed904f-4ebc-4b9e-8431-f2fb52d7e7ae/ee421513-488d-4a82-9703-68e26309d44b_1516x988.jpg)
Uranium
+1
[CW6] The Washington Minerals Summit (and its derivatives), Oak Ridge’s Renaissance, and the Uranium Policy Wave
Feb 10, 2026
6 min read
![[CW5] Stockpiled power: Project Vault, DOE realignment, and Europe’s CRMA execution wall](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=720,fit=scale-down,onerror=redirect/uploads/asset/file/63d47d68-f128-45ef-ada5-84176f439769/ee0fe1ff-f9fb-481e-8d39-342fa6981526_1482x968.jpg)
![[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/a3403d83-11d3-49bc-9b8e-9f453f2d4343/b2763a8f-0d4e-4697-a294-401f3660c8f1_1498x972.jpg)
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/0710e223-47bf-4445-8bbe-1c46cb95978e/ae8c4895-9626-4c28-aa50-eaeefc91d036_1470x974.jpg)
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/d3395fe2-df52-4018-aafb-f1bf58c24f03/419f5126-9f8a-4100-bb98-1c394a14d39d_1510x987.jpg)
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/3467449e-4b13-49f5-b946-31fb0f69cadc/fed54b91-3530-4e7f-8ae6-b6463142bba9_1485x928.jpg)
![[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/eebfa500-c7d7-4ec4-b07e-09ab0db2e238/97e62e91-7a59-48fd-a820-c96e47802bb2_1536x1024.jpg)
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/815fbdd8-0fc7-44b0-8cad-54c1d8f4c809/4c5187f1-34e8-4cc1-9bf4-1300b9820baf_1536x1024.jpg)
![[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/bcedbc36-e44b-4314-bcec-6278bbf79011/cd9f0cc3-5f5b-4d7f-8490-ec9f319185b8_1688x1125.jpg)
