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Rare Earth Elements (REEs)

[CW18] China is tightening the grip on REEs, Project Vault's Chinese paradox, and DRC's Copper hybrid mineral-state

[CW18] China is tightening the grip on REEs, Project Vault's Chinese paradox, and DRC's Copper hybrid mineral-state

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

[CW44] Rare Earths ignite the West; Lithium accelerates; and Uranium holds

[CW44] Rare Earths ignite the West; Lithium accelerates; and Uranium holds

Critical Minerals Journal

Nov 3, 2025

[CW42] Our take on the 'trade war week', China tightens Rare Earths, Uranium holds 80, Copper at ATH

[CW42] Our take on the 'trade war week', China tightens Rare Earths, Uranium holds 80, Copper at ATH

Critical Minerals Journal

Oct 20, 2025

[CW39] Policy put week: G7 Rare Earth price floor; Copper squeeze, Uranium above 80

[CW39] Policy put week: G7 Rare Earth price floor; Copper squeeze, Uranium above 80

Critical Minerals Journal

Sep 28, 2025

[CW34] China tightens rare earths; Copper capital shifts toward the Andes; Uranium financing hits stride; Lithium builds plants while consolidating balance sheets

[CW34] China tightens rare earths; Copper capital shifts toward the Andes; Uranium financing hits stride; Lithium builds plants while consolidating balance sheets

Critical Minerals Journal

Aug 25, 2025

[CW33] DoE’s $1B Critical Minerals push | Lithium discipline, Copper tariffs reset, Rare Earth policy shifts, Uranium advances

[CW33] DoE’s $1B Critical Minerals push | Lithium discipline, Copper tariffs reset, Rare Earth policy shifts, Uranium advances

Critical Minerals Journal

Aug 18, 2025

[CW32] Critical Minerals: Price floors, FAST-41, and hidden edge

[CW32] Critical Minerals: Price floors, FAST-41, and hidden edge

Critical Minerals Journal

Aug 10, 2025

[CW31] Magnets, Lines, and Megawatts

[CW31] Magnets, Lines, and Megawatts

Critical Minerals Journal

Aug 5, 2025

[CW29] Rare Earths recycling Phoenix (rising from the ashes); Uranium’s deepest play yet; and Lithium’s floor

[CW29] Rare Earths recycling Phoenix (rising from the ashes); Uranium’s deepest play yet; and Lithium’s floor

Critical Minerals Journal

Jul 20, 2025

[CW28] Rio 2025 and the Tariffs KAOS

[CW28] Rio 2025 and the Tariffs KAOS

Critical Minerals Journal

Jul 13, 2025

[CW26] Magnet headaches and Copper processing feed drama

[CW26] Magnet headaches and Copper processing feed drama

Critical Minerals Journal

Jun 30, 2025

[CW24] Markets look forward; supply chains look backwards. This week, the two finally agreed on the same direction — straight into the bottleneck

[CW24] Markets look forward; supply chains look backwards. This week, the two finally agreed on the same direction — straight into the bottleneck

Critical Minerals Journal

Jun 16, 2025

[CW23] Investment opportunities are flying under the radar: Copper, magnets & uranium and more

[CW23] Investment opportunities are flying under the radar: Copper, magnets & uranium and more

Critical Minerals Journal

Jun 8, 2025

[CW22] Rare-Earth rations, Lithium roller coasters, and the great supply-chain standoff

[CW22] Rare-Earth rations, Lithium roller coasters, and the great supply-chain standoff

Critical Minerals Journal

Jun 3, 2025

[CW21] Why the Energy Transition is no longer a choice but a necessity – The Power Couple

[CW21] Why the Energy Transition is no longer a choice but a necessity – The Power Couple

Critical Minerals Journal

May 26, 2025

[CW20] Important realignment and advancements on Rare Earths: Saudi ambition, U.S. execution, and China's shadow diplomacy

[CW20] Important realignment and advancements on Rare Earths: Saudi ambition, U.S. execution, and China's shadow diplomacy

Critical Minerals Journal

May 19, 2025

[CW16] Rare Earths in the Crossfire (U.S.-China Part III): China Slams the Door, and the West Scrambles for a Window

[CW16] Rare Earths in the Crossfire (U.S.-China Part III): China Slams the Door, and the West Scrambles for a Window

Critical Minerals Journal

Apr 20, 2025

[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

[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

Critical Minerals Journal

Apr 13, 2025

[CW14] Rare Earths, Real Wars: The U.S.-China Tariff Tangle and the Global Scramble for Critical Minerals

[CW14] Rare Earths, Real Wars: The U.S.-China Tariff Tangle and the Global Scramble for Critical Minerals

Critical Minerals Journal

Apr 6, 2025