News
The Critical Minerals Economy Was Never About the Dollar
7+ hour, 55+ min ago (1140+ words) The debate over the future of the U. S. dollar has become one of the more persistent themes in financial markets. It is usually framed through the familiar language of government debt, fiscal deficits, trade balances, sanctions policy and geopolitical realignment. Those…...
Critical Minerals Report (07. 05. 2026): The Hunt for Industrial Expertise Is On.
2+ day, 54+ min ago (113+ words) Welcome to this week's Critical Minerals Report (CMR), prepared with the valued support of Critical Minerals Institute (CMI) Co-Chairs Melissa Sanderson and Jack Lifton, together with our Perth-based data intelligence partners, the Critical Minerals Platform (CMP). These issues are explored in…...
Why OEMs, Not Governments, Will Decide America's Critical Minerals Future
6+ day, 10+ hour ago (502+ words) Governments can subsidize mines. OEMs decide where they source materials, which technologies they adopt, who earns long-term contracts, and ultimately which critical minerals projects survive." " Jack Lifton, Co-Chair, Critical Minerals Institute (CMI) Both groups, Wall Street in Washington, have so far…...
How First Phosphate Became a G7 Priority
2+ week, 4+ day ago (578+ words) When Prime Minister Mark Carney highlighted First Phosphate Corp. (CSE: PHOS | OTCQX: FRSPF | OTCQX ADR: FPHOY | FSE: KD0) during discussions surrounding the newly expanded G7 Critical Minerals Resilience and Production Alliance, it marked far more than another mention of a Canadian mining…...
Sorting It Out: Critical Minerals or Crucial Materials?
3+ week, 4+ day ago (915+ words) You like potato and I like po-tah-to, you like tomato and I like to-mah-to" wrote lyricist Ira Gershwin in Let's Call the Whole Thing Off (1937), with music by George Gershwin. For nearly two decades, our industry has been having its…...
Canada's Critical Minerals Moment in a Fragmenting World
4+ week, 10+ hour ago (769+ words) Today, I am in Ottawa speaking about critical minerals. That may sound like a discussion about mining. It is not. It is a discussion about economic security, industrial competitiveness, technological leadership, and the future of North America. At the Critical…...
Detroit's Lesson for Critical Minerals Investors: Supply Chains Cannot Be Financialized Forever
4+ week, 1+ day ago (716+ words) Governments and financial markets cannot permanently suspend economic reality. Investors who wish to succeed in the critical minerals sector must distinguish between political narratives and commercially viable business models. Recent reports indicate that the average American now keeps a newly…...
Critical Minerals Report (06. 07. 2026): The Next Phase of the Critical Minerals Economy
1+ mon, 7+ hour ago (1310+ words) Two weeks rarely change the trajectory of an industry. Yet the past fortnight may ultimately be remembered as the period when the critical minerals sector stopped behaving like a commodity business and started behaving like a competition between industrial systems....
West High Yield's Barry Baim on Bringing Magnesium Production Back to North America
1+ mon, 3+ day ago (784+ words) For nearly two decades, West High Yield Resources Ltd. (TSXV: WHY) has been advancing a project that, until recently, occupied a relatively obscure corner of the critical minerals conversation. That may be changing. That supply gap is where West High…...
The Critical Minerals Platform (CMP) Report: The Chokepoints Nobody Sees Until They Matter
1+ mon, 1+ week ago (609+ words) In the critical minerals business, supply disruptions do not always begin at a mine. Sometimes they begin in a government office where an export license is delayed. Sometimes they begin in a refinery thousands of miles from the end customer....