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Geopolitics

[CW43] Japan cannot buy, GM will not: Rare Earth risk moved to the buyer

[CW43] Japan cannot buy, GM will not: Rare Earth risk moved to the buyer

Critical Minerals Journal

Oct 28, 2026

[CW42] Binding offtakes secure the buyer, not the destination

[CW42] Binding offtakes secure the buyer, not the destination

Critical Minerals Journal

Oct 21, 2026

[CW41] Europe announced a number on cars and got a verb on magnets

[CW41] Europe announced a number on cars and got a verb on magnets

Critical Minerals Journal

Oct 14, 2026

[CW40] The price of a yes: China asks for Copper to clear Anglo-Teck

[CW40] The price of a yes: China asks for Copper to clear Anglo-Teck

Critical Minerals Journal

Oct 7, 2026

[CW39] Trump-Xi outcome: China moved its deadline, but America's own rule moves first

[CW39] Trump-Xi outcome: China moved its deadline, but America's own rule moves first

Critical Minerals Journal

Sep 30, 2026

[CW38] The state bought the company. Someone else bought the metal.

[CW38] The state bought the company. Someone else bought the metal.

Critical Minerals Journal

Sep 23, 2026

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

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

Critical Minerals Journal

Sep 2, 2026

[CW33] The calendar became the commodity

[CW33] The calendar became the commodity

Critical Minerals Journal

Aug 19, 2026

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

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

Critical Minerals Journal

Aug 5, 2026

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

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

Critical Minerals Journal

Jul 29, 2026

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

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

Critical Minerals Journal

Jul 21, 2026

[CW28] The biggest commodity trades no longer print

[CW28] The biggest commodity trades no longer print

Critical Minerals Journal

Jul 14, 2026

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

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

Critical Minerals Journal

Jul 8, 2026

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

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

Critical Minerals Journal

Jun 30, 2026

[CW25] The West named a price and China named the companies

[CW25] The West named a price and China named the companies

Critical Minerals Journal

Jun 23, 2026

[CW23] China made the majors drop the benchmark. Are Critical Minerals next?

[CW23] China made the majors drop the benchmark. Are Critical Minerals next?

Critical Minerals Journal

Jun 9, 2026

[CW22] The Reagent that reprices four minerals at once

[CW22] The Reagent that reprices four minerals at once

Critical Minerals Journal

Jun 2, 2026

[CW21] Japan went from 57% to 2%: The Yttrium data nobody is reading

[CW21] Japan went from 57% to 2%: The Yttrium data nobody is reading

Critical Minerals Journal

May 26, 2026

[CW5] Stockpiled power: Project Vault, DOE realignment, and Europe’s CRMA execution wall

[CW5] Stockpiled power: Project Vault, DOE realignment, and Europe’s CRMA execution wall

Critical Minerals Journal

Feb 2, 2026