Home Podcasts Critical Minerals Journal

Critical Minerals Journal

Critical Minerals Journal 5 Episodes Oct 14, 2026

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.

Episodes

[CW41] Europe announced a number on cars and got a verb on magnets Oct 14, 2026 1096 China kept its sulfuric acid at home too, and a smelter in the Congo is now selling acid for about US$900 a tonne.

[CW40] The price of a yes: China asks for Copper to clear Anglo-Teck Oct 7, 2026 1009 Brazil, Ghana and Panama sat between a deal and a tonne this week. China asked for the tonnes.

Rubaya's coltan trade runs on taxation, not traceability Oct 7, 2026 At least US$800,000 a month in coltan taxation at Rubaya, against 2,500 tonnes of world tantalum mine supply.

Surge's Nevada North PFS prints a US$9.81 billion NPV Oct 5, 2026 US$4,719 per tonne of lithium carbonate over 42 years, against a US$24,000 price deck.

China holds the last approval on the US$54 billion Anglo-Teck merger Oct 3, 2026 US$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 Sep 30, 2026 1092 From January 1st, a US defense buyer cannot take Chinese-mined magnet material anyway, so the January 10th decision lands on everyone else.

[CW38] The state bought the company. Someone else bought the metal. Sep 23, 2026 A shareholding is not a supply contract, and this week only one government appeared to notice.

[CW34] Copper never moved, it just changed its status + Rare Earths' market updates Aug 26, 2026 1087 A five-year copper spread died on a warrant, and Japan's terbium continues at zero.

[CW33] The calendar became the commodity Aug 19, 2026 Erbium, copper and lithium all repriced this week, and none of them repriced on supply.

[CW31] The new credential regime: cleared to sell, not cleared to source + U.S. Permanent Magnet market zoom Aug 5, 2026 1073 A 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 Jul 23, 2026 The problem got a price tag, and the response an invoice

Critical Minerals Journal

Episodes

Recommended