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Rare Earth Elements (REEs)

[CW37] The tariff that works is the tariff that cannot be imposed

[CW37] The tariff that works is the tariff that cannot be imposed

Critical Minerals Journal

Sep 16, 2026

[CW36] The licenses cleared, but the cargo didn’t + Misalignment of government priorities

[CW36] The licenses cleared, but the cargo didn’t + Misalignment of government priorities

Critical Minerals Journal

Sep 9, 2026

[CW34] Copper never moved, it just changed its status + Rare Earths' market updates

[CW34] Copper never moved, it just changed its status + Rare Earths' market updates

Critical Minerals Journal

Aug 26, 2026

[CW33] The calendar became the commodity

[CW33] The calendar became the commodity

Critical Minerals Journal

Aug 19, 2026

[CW32] The Power Couple, Fifteen Months Later: Two Legs, and a Tripwire

[CW32] The Power Couple, Fifteen Months Later: Two Legs, and a Tripwire

Critical Minerals Journal

Aug 12, 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

[CW24] China's exports hit a 4-month high, but for one ally: zero

[CW24] China's exports hit a 4-month high, but for one ally: zero

Critical Minerals Journal

Jun 16, 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

[CW20] The program goes permanent; and three deficits arrive early

[CW20] The program goes permanent; and three deficits arrive early

Critical Minerals Journal

May 19, 2026

[CW19] The price floor just produced cash; and the Geopolitical Playbook

[CW19] The price floor just produced cash; and the Geopolitical Playbook

Critical Minerals Journal

May 11, 2026

[CW18] Project Vault's quiet 'Chinese problem'

[CW18] Project Vault's quiet 'Chinese problem'

Critical Minerals Journal

May 4, 2026

[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

[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

Critical Minerals Journal

Apr 27, 2026

[CW11] The West’s Rare Earth market architecture is getting real, while Uranium and Copper face the war

[CW11] The West’s Rare Earth market architecture is getting real, while Uranium and Copper face the war

Critical Minerals Journal

Mar 23, 2026

[CW6] The Washington Minerals Summit (and its derivatives), Oak Ridge’s Renaissance, and the Uranium Policy Wave

[CW6] The Washington Minerals Summit (and its derivatives), Oak Ridge’s Renaissance, and the Uranium Policy Wave

Critical Minerals Journal

Feb 10, 2026

[CW4] USA Rare Earths deal with the U.S. Government; Energy Fuels acquisition of ASM; DOE's HALEU supply for Hermes; and Geopolitics updates

[CW4] USA Rare Earths deal with the U.S. Government; Energy Fuels acquisition of ASM; DOE's HALEU supply for Hermes; and Geopolitics updates

Critical Minerals Journal

Jan 26, 2026

[CW3] Deep-Sea Rare Earths, Stockpiled Copper, and a Uranium Incident That Repriced Risk

[CW3] Deep-Sea Rare Earths, Stockpiled Copper, and a Uranium Incident That Repriced Risk

Critical Minerals Journal

Jan 19, 2026

[CW52] The Geopolitical Map of 2025: Critical Minerals

[CW52] The Geopolitical Map of 2025: Critical Minerals

Critical Minerals Journal

Dec 31, 2025