Critical Minerals Journal
Critical Minerals Journal
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Critical Minerals Journal provides structured, opinionated, strategic intelligence on the intersection of geopolitics, supply chains, technology, and capital. It focuses on the critical minerals sector and the forces shaping its global development. Each episode likely explores how policy, investment, and innovation affect mineral sourcing and security. The show is aimed at listeners seeking analysis rather than general news.
Episode
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China holds the last approval on the US$54 billion Anglo-Teck merger 03.10.2026US$54 billion and about 5% of world copper supply wait on one regulator, and the ask is concentrate allocation. -
[CW39] Trump-Xi outcome: China moved its deadline, but America's own rule moves first 30.09.2026 18mntFrom January 1st, a US defense buyer cannot take Chinese-mined magnet material anyway, so the January 10th decision lands on everyone else.
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[CW38] The state bought the company. Someone else bought the metal. 23.09.2026A shareholding is not a supply contract, and this week only one government appeared to notice.
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[CW34] Copper never moved, it just changed its status + Rare Earths' market updates 26.08.2026 18mntA five-year copper spread died on a warrant, and Japan's terbium continues at zero.
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[CW33] The calendar became the commodity 19.08.2026Erbium, copper and lithium all repriced this week, and none of them repriced on supply.
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[CW31] The new credential regime: cleared to sell, not cleared to source + U.S. Permanent Magnet market zoom 05.08.2026 17mntA federal permission slip means little if a separate order can freeze the feedstock behind it. -
[CW29] Rare Earths: a $6.5 trillion problem, a rounding-error response 23.07.2026The problem got a price tag, and the response an invoice
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