Briefings
Structured intelligence on critical minerals geopolitics, supply chains, and capital
![[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/0e02361f-531f-4aab-9b3f-a3870e1742b3/CW24_Critical_Minerals_Journal_Briefing.png.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)
Uranium
+2
[CW19] The price floor just produced cash; and the Geopolitical Playbook
May 11, 2026
7 min read
![[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)
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/060d9388-cda7-4a8d-b88d-2d4654fcf9fe/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/abc14e31-3e14-4455-84be-95ed343b597c/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/4ebfb8e5-7747-4466-bba4-9527eb50e85e/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/c12df1ae-8d89-406f-8608-14dd5240babf/b2763a8f-0d4e-4697-a294-401f3660c8f1_1498x972.jpg)
