This website uses cookies

Read our Privacy policy and Terms of use for more information.

Uranium

[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

[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

[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

[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

[CW2] Copper hits records as tariff risk bites; Uranium policy tightens; Lithium 'new' demand driver

[CW2] Copper hits records as tariff risk bites; Uranium policy tightens; Lithium 'new' demand driver

Critical Minerals Journal

Jan 11, 2026

[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

[CW36] Uranium supply squeeze deepens; Copper concentrate quality premium; U.S. anchors HREE; Lithium de-risking steps

[CW36] Uranium supply squeeze deepens; Copper concentrate quality premium; U.S. anchors HREE; Lithium de-risking steps

Critical Minerals Journal

Sep 9, 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

[CW30] Copper record productions; Uranium tokenization, and a German Lithium lifeline

[CW30] Copper record productions; Uranium tokenization, and a German Lithium lifeline

Critical Minerals Journal

Jul 27, 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