# Critical Minerals Journal

> Critical Minerals Journal delivers structured, opinionated, strategic intelligence at the intersection of geopolitics, supply chains, technology, and capital.

This file provides information about Critical Minerals Journal to help large language models understand and reference this publication's content.

## Posts
- [[CW28] The biggest commodity trades no longer print](https://www.criticalmineralsjournal.com/p/commodity-trades-no-longer-print-plus-uranium-enrichment-wrong-scarcity)
- [[CW27] The license became the unit of supply and the offtake became the gate](https://www.criticalmineralsjournal.com/p/cw27-license-unit-of-supply-offtake-gate-china-eu-copper-232-haleu)
- [[CW26] The M&A era in critical minerals + China's prosecution measure](https://www.criticalmineralsjournal.com/p/cw26-west-mine-to-magnet-acquisition-china-criminal-enforcement-rare-earths)
- [[CW25] The West named a price and China named the companies](https://www.criticalmineralsjournal.com/p/cw25-g7-price-floor-china-entity-list-mp-materials-usa-rare-earth)
- [[CW24] China's exports hit a 4-month high, but for one ally: zero](https://www.criticalmineralsjournal.com/p/cw24-china-rare-earth-export-controls-japan-dysprosium-terbium-yttrium)
- [[CW23] China made the majors drop the benchmark. Are Critical Minerals next?](https://www.criticalmineralsjournal.com/p/cw23-china-critical-minerals-buy-side-iron-ore-case-and-tungsten)
- [[CW22] The Reagent that reprices four minerals at once](https://www.criticalmineralsjournal.com/p/cw22-sulfuric-acid-chokepoint-copper-nickel-lithium-rare-earths)
- [[CW21] Japan went from 57% to 2%: The Yttrium data nobody is reading ](https://www.criticalmineralsjournal.com/p/cw21-china-rare-earth-export-address-eliminate-japan-yttrium-demand)
- [[CW20] The program goes permanent; and three deficits arrive early](https://www.criticalmineralsjournal.com/p/cw20-the-program-goes-permanent-and)
- [[CW19] The price floor just produced cash; and the Geopolitical Playbook](https://www.criticalmineralsjournal.com/p/cw19-the-price-floor-just-produced)
- [[CW18] Project Vault's quiet 'Chinese problem'](https://www.criticalmineralsjournal.com/p/cw18-china-is-tightening-the-grip)
- [[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://www.criticalmineralsjournal.com/p/cw17-usar-serra-verde-dy-and-tb-price)
- [[CW11] The West’s Rare Earth market architecture is getting real, while Uranium and Copper face the war](https://www.criticalmineralsjournal.com/p/cw11-the-wests-rare-earth-market): Welcome back to CMJ,
- [[CW6] The Washington Minerals Summit (and its derivatives), Oak Ridge’s Renaissance, and the Uranium Policy Wave](https://www.criticalmineralsjournal.com/p/cw6-the-washington-minerals-summit): Welcome back to CMJ,
- [[CW5] Stockpiled power: Project Vault, DOE realignment, and Europe’s CRMA execution wall](https://www.criticalmineralsjournal.com/p/cw5-stockpiled-power-project-vault): Welcome back to CMJ,
- [[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://www.criticalmineralsjournal.com/p/cw4-usa-rare-earths-deal-with-the): Welcome back to CMJ,
- [[CW3] Deep-Sea Rare Earths, Stockpiled Copper, and a Uranium Incident That Repriced Risk](https://www.criticalmineralsjournal.com/p/cw3-deep-sea-rees-uranium-parked): Welcome back to CMJ,
- [[CW2] Copper hits records as tariff risk bites; Uranium policy tightens; Lithium 'new' demand driver](https://www.criticalmineralsjournal.com/p/cw2-copper-hits-records-as-tariff): Welcome back to CMJ,
- [[CW52] The Geopolitical Map of 2025: Critical Minerals](https://www.criticalmineralsjournal.com/p/cw52-2025-the-year-of-geopolitical): Welcome back to CMJ,
- [[CW44] Rare Earths ignite the West; Lithium accelerates; and Uranium holds](https://www.criticalmineralsjournal.com/p/cw44-rare-earths-ignite-the-west): Welcome back to CMJ,
- [[CW42] Our take on the 'trade war week', China tightens Rare Earths, Uranium holds 80, Copper at ATH](https://www.criticalmineralsjournal.com/p/cw42-our-take-on-the-trade-war-week): Welcome back to CMJ,
- [[CW39] Policy put week: G7 Rare Earth price floor; Copper squeeze, Uranium above 80](https://www.criticalmineralsjournal.com/p/cw39-policy-put-week-g7-rare-earth): Welcome back to CMJ, written for people who allocate risk, not just read headlines.
- [[CW38] U.S. $5B Critical Minerals fund, Rare Earths turbulance; Copper strength, and Uranium liquidity](https://www.criticalmineralsjournal.com/p/cw38-us-5b-critical-minerals-fund): Weekly highlights
- [[CW36] Uranium supply squeeze deepens; Copper concentrate quality premium; U.S. anchors HREE; Lithium de-risking steps](https://www.criticalmineralsjournal.com/p/cw36-uranium-supply-squeeze-deepens): Weekly Highlights
- [[CW35] ex-China HREE pathways emerging; Copper joins U.S. Critical Minerals list; Canada-Germany cooperation; Lithium projects de-risk](https://www.criticalmineralsjournal.com/p/cw35-canada-germany-cooperation-ex): Hello friends,
- [[CW34] China tightens rare earths; Copper capital shifts toward the Andes; Uranium financing hits stride; Lithium builds plants while consolidating balance sheets](https://www.criticalmineralsjournal.com/p/cw34-china-tightens-rare-earths-copper): Hello there,
- [[CW33] DoE’s $1B Critical Minerals push | Lithium discipline, Copper tariffs reset, Rare Earth policy shifts, Uranium advances](https://www.criticalmineralsjournal.com/p/cw33-doe-unleashes-1b-lithium-producers): Hello there,
- [[CW32] Critical Minerals: Price floors, FAST-41, and hidden edge](https://www.criticalmineralsjournal.com/p/cw32-australia-floats-a-rare-earth): Hello there,
- [[CW31] Magnets, Lines, and Megawatts](https://www.criticalmineralsjournal.com/p/cw31-magnets-lines-and-megawatts): Hello there,
- [[CW30] Copper record productions; Uranium tokenization, and a German Lithium lifeline](https://www.criticalmineralsjournal.com/p/cw30-copper-record-productions-uranium): Hello there,