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.

Episodes

  1. 13h ago

    [CW41] Europe announced a number on cars and got a verb on magnets

    China kept its sulfuric acid at home too, and a smelter in the Congo is now selling acid for about US$900 a tonne.

  2. Oct 7

    [CW40] The price of a yes: China asks for Copper to clear Anglo-Teck

    Brazil, Ghana and Panama sat between a deal and a tonne this week. China asked for the tonnes.

  3. Oct 7

    Rubaya's coltan trade runs on taxation, not traceability

    At least US$800,000 a month in coltan taxation at Rubaya, against 2,500 tonnes of world tantalum mine supply.

  4. Oct 5

    Surge's Nevada North PFS prints a US$9.81 billion NPV

    US$4,719 per tonne of lithium carbonate over 42 years, against a US$24,000 price deck.

  5. Oct 3

    China holds the last approval on the US$54 billion Anglo-Teck merger

    US$54 billion and about 5% of world copper supply wait on one regulator, and the ask is concentrate allocation.

  6. Sep 30

    [CW39] Trump-Xi outcome: China moved its deadline, but America's own rule moves first

    From January 1st, a US defense buyer cannot take Chinese-mined magnet material anyway, so the January 10th decision lands on everyone else.

  7. Sep 23

    [CW38] The state bought the company. Someone else bought the metal.

    A shareholding is not a supply contract, and this week only one government appeared to notice.

  8. Aug 26

    [CW34] Copper never moved, it just changed its status + Rare Earths' market updates

    A five-year copper spread died on a warrant, and Japan's terbium continues at zero.

  9. Aug 19

    [CW33] The calendar became the commodity

    Erbium, copper and lithium all repriced this week, and none of them repriced on supply.

  10. Aug 5

    [CW31] The new credential regime: cleared to sell, not cleared to source + U.S. Permanent Magnet market zoom

    A federal permission slip means little if a separate order can freeze the feedstock behind it.

    [CW31] The new credential regime: cleared to sell, not cleared to source + U.S. Permanent Magnet market zoom

  11. Jul 23

    [CW29] Rare Earths: a $6.5 trillion problem, a rounding-error response

    The problem got a price tag, and the response an invoice

  • 11 Episodes

About

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

Information

  • Creator
    Critical Minerals Journal
  • Years Active
    2026
  • Episodes
    11
  • Rating
    Clean
  • Copyright
    © 2026 Critical Minerals Journal
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    Critical Minerals Journal