Critical Minerals Journal

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

  1. 1d ago

    MP Materials clears GM magnet qualification as NdPr sales hit 1,020 t

    NdPr sales rose 94% year over year to 1,020 metric tons.

  2. 2d ago

    Ivanhoe cuts Kamoa-Kakula's 2027 copper guidance to 300,000-350,000 t

    Kamoa-Kakula's 2027 cash cost guidance rises to $2.50-$3.00/lb, from $2.10-$2.50/lb

  3. 3d ago

    [CW44] Who is paying for Lynas' price floors?

    More than half of Lynas' output now sells under a floor the August spot sat below. Who pays the gap decides where the Rare Earth premium went.

  4. 3d ago

    Sigma Lithium swaps an 11.45% loan for a 7% convertible

    Sigma Lithium's coupon drops from 11.45% to 7.00% on US$125 million of debt

  5. 4d ago

    Malaysia clears first raw rare earth export to the US, capped at 700 mt

    A 700 mt cap and a 30 mt first batch: DTEC's permit to ship unprocessed rare earths to the US

  6. 6d ago

    China's copper cathode stocks hit a year low as premiums choke restocking

    Social inventory at 66,900 mt, more than 60% below a year ago, per SMM.

  7. Oct 30

    China overtakes Japan as top buyer of South Korean nickel sulphate

    South Korean nickel sulphate shipments to China rose 117.9% in September, to 4,663 tonnes

  8. Oct 30

    Glencore's cobalt output halves under Congo export quotas

    Glencore cobalt down 52% in nine months: 13,700 t against 28,500 t a year earlier.

See All (24)

About

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

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  • Creator
    Critical Minerals Journal
  • Years Active
    2026
  • Episodes
    24
  • Rating
    Clean
  • Copyright
    © 2026 Critical Minerals Journal
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    Critical Minerals Journal