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![[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)
![[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)
![[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)
![[CW36] Uranium supply squeeze deepens; Copper concentrate quality premium; U.S. anchors HREE; Lithium de-risking steps](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=720,fit=scale-down,onerror=redirect/uploads/asset/file/19d6ee82-8993-4e1a-a45e-11bc9b913658/a42d0bfd-661f-4cd7-8d29-2bbd8e3c32a8_1536x1024.jpg)
![[CW35] ex-China HREE pathways emerging; Copper joins U.S. Critical Minerals list; Canada-Germany cooperation; Lithium projects de-risk](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=720,fit=scale-down,onerror=redirect/uploads/asset/file/bb68607e-0a10-42c8-95d5-0df9376aaf5a/4e17669b-bb8a-4758-9896-4b7f23691a91_1536x1024.jpg)
![[CW34] China tightens rare earths; Copper capital shifts toward the Andes; Uranium financing hits stride; Lithium builds plants while consolidating balance sheets](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=720,fit=scale-down,onerror=redirect/uploads/asset/file/1a9a2307-b6ae-4b86-825f-ef1c23fc9fc3/8dcbfc01-c494-4e7c-851b-596e906509e5_1536x1024.jpg)
![[CW33] DoE’s $1B Critical Minerals push | Lithium discipline, Copper tariffs reset, Rare Earth policy shifts, Uranium advances](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=720,fit=scale-down,onerror=redirect/uploads/asset/file/3c32511a-5114-42f7-bbde-8985cb5894c1/d6e8961f-b038-4334-bd4d-6d38314d24c1_1536x1024.jpg)
![[CW31] Magnets, Lines, and Megawatts](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=720,fit=scale-down,onerror=redirect/uploads/asset/file/a8e3b466-1f48-4615-9324-25889d9cfa90/3e0424c5-ba66-4ca9-9290-4599345c681b_1536x1024.jpg)
![[CW30] Copper record productions; Uranium tokenization, and a German Lithium lifeline](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=720,fit=scale-down,onerror=redirect/uploads/asset/file/75d7baf2-94b7-4193-9a07-ad8794b24cfc/2e3abbb0-f016-48f8-bacb-44df02995ebb_1536x1024.jpg)
![[CW28] Rio 2025 and the Tariffs KAOS](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=720,fit=scale-down,onerror=redirect/uploads/asset/file/c7d5642c-4fd0-4844-a4b5-d6071fc92611/6a49b084-0b1d-40e1-9598-dc6eb4a85a6a_1536x1024.jpg)
![[CW26] Magnet headaches and Copper processing feed drama](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=720,fit=scale-down,onerror=redirect/uploads/asset/file/f480a3cd-55f1-466b-97a7-da9bdc055c85/7325b12d-f9c7-41ae-a199-9ef71a36b3be_4928x3264.jpg)
![[CW25] G7 Critical Minerals agenda; Copper’s comeback as juniors surge; and Midstream heats up](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=720,fit=scale-down,onerror=redirect/uploads/asset/file/7309ad7e-7dd6-47eb-aaf7-fb6c4e4f0494/539d33e4-4ab0-4a04-ab8b-af8b80e1568e_3743x2262.jpg)
