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Briefings

Structured intelligence on critical minerals geopolitics, supply chains, and capital

[CW37] The tariff that works is the tariff that cannot be imposed

Copper

+2

[CW37] The tariff that works is the tariff that cannot be imposed

Sep 16, 2026

20 min read

[CW36] The licenses cleared, but the cargo didn’t + Misalignment of government priorities

Lithium

+2

[CW36] The licenses cleared, but the cargo didn’t + Misalignment of government priorities

Sep 9, 2026

19 min read

[CW35] The U.S.-Canada trade ‘fight’ and how this materially impacts your exposure

Lithium

+2

[CW35] The U.S.-Canada trade ‘fight’ and how this materially impacts your exposure

Sep 2, 2026

17 min read

[CW34] Copper never moved, it just changed its status + Rare Earths' market updates

Copper

+2

[CW34] Copper never moved, it just changed its status + Rare Earths' market updates

Aug 26, 2026

17 min read

[CW33] The calendar became the commodity

Lithium

+3

[CW33] The calendar became the commodity

Aug 19, 2026

17 min read

[CW32] The Power Couple, Fifteen Months Later: Two Legs, and a Tripwire

Uranium

+2

[CW32] The Power Couple, Fifteen Months Later: Two Legs, and a Tripwire

Aug 12, 2026

15 min read

[CW31] The new credential regime: cleared to sell, not cleared to source + U.S. Permanent Magnet market zoom

Critical Minerals

+2

[CW31] The new credential regime: cleared to sell, not cleared to source + U.S. Permanent Magnet market zoom

Aug 5, 2026

15 min read

[CW30] Money is the passport: EO 14415 sorts rare earth producers by sponsor

Critical Minerals

+2

[CW30] Money is the passport: EO 14415 sorts rare earth producers by sponsor

Jul 29, 2026

12 min read

[CW29] Rare Earths: a $6.5 trillion problem, a rounding-error response

Critical Minerals

+2

[CW29] Rare Earths: a $6.5 trillion problem, a rounding-error response

Jul 21, 2026

13 min read

[CW28] The biggest commodity trades no longer print

Uranium

+3

[CW28] The biggest commodity trades no longer print

Jul 14, 2026

13 min read

[CW27] The license became the unit of supply and the offtake became the gate

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

Uranium

+4

[CW26] The M&A era in critical minerals + China's prosecution measure

Jun 30, 2026

14 min read