PODCAST · business
Critical Minerals Journal
by Critical Minerals Journal
Critical Minerals Journal delivers structured, opinionated, strategic intelligence at the intersection of geopolitics, supply chains, technology, and capital.
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4
[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.
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3
[CW33] The calendar became the commodity
Erbium, copper and lithium all repriced this week, and none of them repriced on supply.
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2
[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.
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1
[CW29] Rare Earths: a $6.5 trillion problem, a rounding-error response
The problem got a price tag, and the response an invoice
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