Critical Minerals Weekly

What You Will Receive

Every Tuesday, Critical Minerals Weekly delivers a concise, well-organized digest of the developments that matter most to professionals working in or following the critical minerals sector. Each edition is researched and curated to save you time while ensuring you do not miss significant news.

Sample Topics Covered

To give you a sense of the breadth and depth of coverage in each edition, here are examples of the types of stories and analysis featured in recent issues of Critical Minerals Weekly.

• Indonesia's downstream nickel strategy: Analysis of Indonesia's evolving ban on raw nickel ore exports, the rapid expansion of HPAL (high-pressure acid leach) capacity, and the implications for global nickel supply chains and battery material sourcing.
• US critical minerals tax incentives: Review of how Inflation Reduction Act provisions are reshaping domestic critical mineral processing investment, including eligibility criteria for battery material tax credits and their impact on supply chain localization.
• Chinese gallium and germanium export controls: Tracking the implementation and market impact of China's export licensing requirements for gallium and germanium products, and the scramble for alternative supply.
• Lithium price dynamics: Analysis of lithium carbonate and hydroxide price trends, the relationship between EV demand growth and lithium supply expansion, and the factors driving market volatility.
• European Critical Raw Materials Act progress: Updates on the implementation of the EU CRMA, including permitting reforms, strategic project designations, and stockpiling provisions.
• Rare earth magnet recycling advances: Coverage of new technologies and commercial-scale facilities for recovering rare earth elements from end-of-life permanent magnets in wind turbines, EVs, and electronics.
• Cobalt market shifts: Reporting on the growing share of Indonesian and DRC cobalt production, changes in cathode chemistry reducing cobalt intensity, and the evolving demand outlook.
• Arctic mineral exploration: Developments in mineral exploration and project development in Greenland, northern Scandinavia, and the Canadian Arctic, including rare earths, copper, and zinc projects.

Who Reads Critical Minerals Weekly

Our subscriber base spans the full spectrum of critical minerals stakeholders. Readers include mining company executives, battery supply chain managers, government policy advisors, investment fund analysts, academic researchers, trade association leaders, and journalists covering energy and commodities. Whether you are deeply embedded in the industry or monitoring it from an adjacent sector, the newsletter is designed to deliver relevant, actionable information each week.