Market Opinion
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Critical Minerals Institute Announces CMI Summit 5: “The New Critical Minerals Economy” — Toronto, May 13–14, 2026
March 29, 2026 — TORONTO, ONTARIO — Capital is rapidly repositioning around critical minerals—but the question is no…
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America’s Military Potemkin Crisis
The now-fading military crisis du jour, the critical minerals, metals, and materials crisis, is a supreme example of…
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The Critical Minerals Report (03.22.2026): Building a ‘Critical Minerals NATO’, Iran Shockwaves, and Cobalt–Tungsten–Uranium as Barometers of Global Turbulence
As conflict flares with Iran, the global race for critical minerals has shifted into overdrive. In Washington, the…
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Losing Out on Jurisdictional Roulette
Its now a few years since the government in Ottawa brought down a mallet on the dreams/illusions of…
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Critical Minerals Report (03.15.2026): Price Floors Arrive, Lynas–Japan Deal Reshapes Rare Earth Markets & U.S. DoD Solicits Supply of 13 Critical Minerals
From earlier this month through early this morning, the center of gravity in critical minerals shifted from “find…
