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Critical Minerals Journal episodes
- [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.
19 min - [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.
19 min - [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.
19 min - [CW33] The calendar became the commodity
Erbium, copper and lithium all repriced this week, and none of them repriced on supply.
17 min - [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.
18 min - [CW29] Rare Earths: a $6.5 trillion problem, a rounding-error response
The problem got a price tag, and the response an invoice
26 min
About Critical Minerals Journal
From the publisher's feed
Critical Minerals Journal delivers structured, opinionated, strategic intelligence at the intersection of geopolitics, supply chains, technology, and capital.