Critical Minerals coverage.
Critical minerals lists from Canada, the US, and the EU differ. What sits on the list matters for financing, permitting, and government support.
The setup.
Getting a mineral on a list opens government financing programs and can bring permitting priority.
The risk.
Definitions differ across jurisdictions. A mineral prioritized in Ottawa may not be prioritized in Washington.
What we watch.
Canadian critical minerals list updates, USGS list revisions, US Department of Energy loan activity, and TSXV and CSE juniors in tin, cobalt, graphite, and rare earths.
Critical Minerals research.
Graphite: Natural vs Synthetic and Battery Anode Demand
Lithium-ion batteries need graphite anodes. The market is split between natural and synthetic graphite, each with different supply chains...
Cobalt Sourcing and the DRC Question
The Democratic Republic of the Congo supplies most of the world’s cobalt. Battery chemistry shifts and ESG concerns have changed how...
Tin and the Solder Demand Curve
Tin is small but strategic. About half of demand goes to solder, almost all of it for electronics. Here is what drives the market and why...
The Rare Earths Squeeze: China’s Position Explained
China processes the vast majority of the world’s rare earth elements. Here is why that is, what is being done about it, and which metals...
Critical Minerals: How Governments Define the List
Critical mineral lists from Canada, the United States, and the European Union differ. Here is how each is built, why they update, and which...
Nickel for Batteries vs Stainless Steel: A Two-Market Story
Most nickel still goes into stainless steel. A smaller but fast-growing share goes into batteries. The two markets need different nickel...
Uranium and the Return of Nuclear Power
After a decade of underinvestment, the uranium market is tightening as nuclear power gains political support. Here is the supply, demand,...
Lithium Supply Chains: Brine, Hard Rock, and Recycling
Lithium comes from three main sources: South American brines, hard rock spodumene mines, and (eventually) battery recycling. Here is how the...
How Copper Demand Tracks the Energy Transition
Electrification, renewable generation, grid build-out, and electric vehicles all use significantly more copper than legacy alternatives....
NI 43-101 Resource Estimates Explained
Inferred, indicated, measured, probable, proven. A plain-language guide to the resource and reserve categories used in every Canadian junior...
How to Read a Junior Mining News Release
Junior mining news releases follow predictable patterns. Here is how to find the actual signal in a typical release, from drill results to...