Critical Minerals Journal | Substack

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

Welcome back to CMJ,

Jan 12 • Critical Minerals Journal

[CW52] The Geopolitical Map of 2025: Critical Minerals

Welcome back to CMJ,

Dec 31, 2025 • Critical Minerals Journal

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

Welcome back to CMJ,

Nov 4, 2025 • Critical Minerals Journal

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

Welcome back to CMJ,

Oct 21, 2025 • Critical Minerals Journal

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

Welcome back to CMJ, written for people who allocate risk, not just read headlines.

Sep 28, 2025 • Critical Minerals Journal

Most Popular

[CW52] The Geopolitical Map of 2025: Critical Minerals

Dec 31, 2025 • Critical Minerals Journal

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

Nov 4, 2025 • Critical Minerals Journal

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

Oct 21, 2025 • Critical Minerals Journal

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

Apr 6, 2025 • Critical Minerals Journal

Recent posts

[CW38] U.S. $5B Critical Minerals fund, Rare Earths turbulance; Copper strength, and Uranium liquidity

Weekly highlights

Sep 22, 2025 • Critical Minerals Journal

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

Weekly Highlights

Sep 9, 2025 • Critical Minerals Journal

[CW35] ex-China HREE pathways emerging; Copper joins U.S. Critical Minerals list; Canada-Germany cooperation; Lithium projects de-risk

Aug 31, 2025 • Critical Minerals Journal

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

Aug 26, 2025 • Critical Minerals Journal

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

Aug 18, 2025 • Critical Minerals Journal

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

Aug 10, 2025 • Critical Minerals Journal

Critical Minerals Journal

Critical Minerals Journal

The playbook for mastering Critical Minerals. Curated research and insights trusted by policymakers, investors, analysts, and educators.

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