Vol. 01Issue 01Critical MineralsWednesday, June 4, 2026
Critical Minerals

Critical Minerals coverage.

Critical minerals lists from Canada, the US, and EU differ. What sits on the list matters for financing, permitting, and government support.

Macro driver
Policy support
Exchanges we cover
TSXV & CSE

The setup.

Getting a mineral on the list attracts government financing programs and permitting priority.

The risk.

Definitions differ across jurisdictions. A mineral prioritized in Ottawa may not be prioritized in Washington.

Our read.

We watch: Canadian critical minerals list updates, USGS list revisions, DOE loan program activity, and TSXV/CSE juniors in tin, cobalt, graphite, and rare earths.

Related research.

critical minerals how governments define the list
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