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Jan 11, 2026
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![[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)
![[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)
![[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)
![[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)
![[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)
![[CW22] Rare-Earth rations, Lithium roller coasters, and the great supply-chain standoff](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=720,fit=scale-down,onerror=redirect/uploads/asset/file/70ce1216-a63c-405b-9657-8ddc5ea42f29/7b172ece-5785-4676-ac9e-16b90e70a85a_1536x1024.jpg)
![[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)
![[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)
