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Critical Minerals Journal

Critical Minerals Journal

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About

Critical Minerals Journal delivers structured, opinionated, strategic intelligence at the intersection of geopolitics, supply chains, technology, and capital.

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Recent episodes

  • Glencore's cobalt output halves under Congo export quotasOct 30, 2026
  • Glencore and CNGR take all of Jaguar's first five years of nickelOct 28, 2026 · 6 min
  • [CW43] Japan cannot buy it, GM will not: Rare Earths risk moved to the buyerOct 28, 2026
  • Countries move to keep copper scrap at homeOct 28, 2026 · 5 min
  • Lotus clears last permit to ship Malawi uraniumOct 27, 2026
  • [CW42] Binding offtakes secure the buyer, not the destinationOct 21, 2026 · 18 min
  • [CW41] Europe announced a number on cars and got a verb on magnetsOct 14, 2026 · 18 min
  • [CW40] The price of a yes: China asks for Copper to clear Anglo-TeckOct 7, 2026 · 17 min
  • Rubaya's coltan trade runs on taxation, not traceabilityOct 7, 2026
  • Surge's Nevada North PFS prints a US$9.81 billion NPVOct 5, 2026

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