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![[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)
![[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)
![[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)
![[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)
![[CW32] Critical Minerals: Price floors, FAST-41, and hidden edge](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=720,fit=scale-down,onerror=redirect/uploads/asset/file/5df856eb-5fe2-4627-bfd4-09e5fcc4435c/1926a84b-fc31-4ed4-99fd-0ed8d51628de_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)
![[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)
![[CW24] Markets look forward; supply chains look backwards. This week, the two finally agreed on the same direction — straight into the bottleneck](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=720,fit=scale-down,onerror=redirect/uploads/asset/file/16ab2d52-499a-48e6-883b-7df6e9e95f8f/eeddb960-8e78-4cdd-ab36-cbc13578a877_1536x1024.jpg)
![[CW23] Investment opportunities are flying under the radar: Copper, magnets & uranium and more](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=720,fit=scale-down,onerror=redirect/uploads/asset/file/75a55ee0-0ed9-4c5a-aa51-9a8806fadf02/498baf83-fca4-4235-aaee-8435a6f398b1_6000x3376.jpg)
![[CW21] Why the Energy Transition is no longer a choice but a necessity – The Power Couple](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=720,fit=scale-down,onerror=redirect/uploads/asset/file/dc87324c-647d-4781-b0b8-90db67778d6b/671dab45-9da2-4ed9-b492-6ef508b036c6_3713x2475.jpg)
![[CW20] Important realignment and advancements on Rare Earths: Saudi ambition, U.S. execution, and China's shadow diplomacy](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=720,fit=scale-down,onerror=redirect/uploads/asset/file/5b66a318-c7c7-426c-ab55-62e879097aee/af5397eb-c46f-466a-bc11-f77b7c606c9e_1536x1024.png)
![[CW19] Lithium price turns? Geopolitical moves, tech breakthroughs, and market signals to watch](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=720,fit=scale-down,onerror=redirect/uploads/asset/file/9b4bbd7b-17d6-44f0-81be-80098a24e28c/6a4533cf-12df-4760-af2b-c3565863a195_3712x2475.jpg)
![[CW15] Trade War gets tactical: U.S.-China Tariffs (Part II); Lithium reaching oversupply; EU advancing in the Rare Earths race; and the rise of the WILD World](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=720,fit=scale-down,onerror=redirect/uploads/asset/file/6c0a12fb-700f-4871-a023-c9e6a1f907a9/3aeb58b1-b109-49fd-ab1c-d5fb79190122_1536x1024.jpg)
![[CW14] Rare Earths, Real Wars: The U.S.-China Tariff Tangle and the Global Scramble for Critical Minerals](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=720,fit=scale-down,onerror=redirect/uploads/asset/file/f3a517c9-cf51-4568-a331-354e26d7b1ff/4d5303fa-3e63-4e03-88e7-ec1d42ebae25_1536x1024.jpg)
![[CW13] Salton Sea’s $540B Lithium Jackpot; Texas Goes Rare Earth Dubai; India Eyes Chile; AI Finds Cobalt; Greenland’s $4.4T Question; Argentina’s Triangle Deal; Tech, Power & the Race to Dig Smarter](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=720,fit=scale-down,onerror=redirect/uploads/asset/file/c726756f-65fc-421f-835d-277588eff4a7/c86fe6cf-9b42-4090-bd43-3d2c698d1eb9_1600x900.jpg)
![[CW12] From the Deep Sea to the Arctic: Critical Minerals Just Got Messier, Riskier — and More Strategic](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=720,fit=scale-down,onerror=redirect/uploads/asset/file/87e50c7a-21ce-467a-8457-8e451fcbd747/024daf16-e7c4-409c-954d-dcf68f1e8c36_1919x1079.jpg)
![[CW11] The Great Critical Minerals Game: Lithium Wars, Rare Earth Gambits, and Geopolitical Chess Moves](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=720,fit=scale-down,onerror=redirect/uploads/asset/file/debfe0ab-3914-4dc0-a281-af4c046c94e1/4281984b-9713-49eb-84a3-73113ea5cdf1_7952x5304.jpg)
![[CW8] The Great Power Play in Rare Earths](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=720,fit=scale-down,onerror=redirect/uploads/asset/file/6cfbad2a-00ae-43ae-aa56-4aa4187cab9d/fe508db4-1542-4703-ae1b-889b75d7fe93_5184x3456.jpg)
![[CW7] Critical Minerals Crossroads: Policy, Power Plays, and Market Jitters](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=720,fit=scale-down,onerror=redirect/uploads/asset/file/5dd6ca75-ea94-4295-803b-13c0b0e1bf04/af1be9e4-7408-4f13-8c1f-2ddb3d1cf3e2_4000x3000.jpg)
![[CW6] Global Chess, Recycling Revolutions, and Strategic Power Plays](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=720,fit=scale-down,onerror=redirect/uploads/asset/file/1b1038c1-48f5-4f95-91ac-da4739c87270/94d97a14-0fe5-43e8-9fdd-c3df96f4fee5_7728x5152.jpg)
![[CW5] Geopolitical Shifts, Breakthrough Discoveries, and the Race for Supply Chain Sovereignty](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=720,fit=scale-down,onerror=redirect/uploads/asset/file/13d49e2f-fc40-49a2-8fee-be305c8603aa/8d8d5373-8d94-4e83-aa23-b4ae67049de2_4702x3135.jpg)
![[CW4] The Critical Minerals Race Heats Up—Who Will Dominate the Future of Tech and Energy?](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=720,fit=scale-down,onerror=redirect/uploads/asset/file/b14cc99e-0b8b-41cb-bd7c-b6655107141d/d6c7e06e-ec94-4716-9998-b9287b5b619e_1200x1200.png)
