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Critical Minerals & Mining

AI-generated weekly research reports from primary sources. · 8 reports

UpdatedBalanced2026-06-29|Week of June 22–28, 2026

Critical Minerals & Mining

China's critical minerals trade war escalated sharply this week with blacklistings and a new whistleblower enforcement mechanism, while Western nations responded with landmark capital deployments — a

Change summary:New 5
11 sources
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UpdatedBalanced2026-06-22|June 19–25, 2026

Critical Minerals & Mining

Critical minerals markets face intensifying geopolitical pressures in mid-June 2026, with Gulf aluminium output collapsing ~40% from pre-war levels, China defending export controls at G7, and the USGS

Change summary:New 2Updated 2Monitoring 1
10 sources
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UpdatedBalanced2026-06-15|June 12–18, 2026

Critical Minerals & Mining

Critical minerals markets face intensifying structural pressures in mid-June 2026, with Gulf aluminium output sustaining a ~40% cumulative collapse, China confirmed as the world's top producer of 39 o

Change summary:New 2Updated 1Monitoring 2
9 sources
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UpdatedBalanced2026-06-08|June 5–11, 2026

Critical Minerals & Mining

The critical minerals landscape in early June 2026 is shaped by deepening geopolitical supply shocks — Gulf aluminium output has collapsed ~40% from pre-war levels with no stabilization in sight — whi

Change summary:New 2Updated 1Monitoring 2
10 sources
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UpdatedBalanced2026-06-01|May 29 – June 4, 2026

Critical Minerals & Mining

Critical minerals markets in late May–early June 2026 are shaped by an accelerating Gulf aluminium supply crisis, record gold demand values, major US domestic mapping advances, the Trump administratio

Change summary:New 2Monitoring 3
10 sources
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UpdatedBalanced2026-05-25|May 22 – May 28, 2026

Critical Minerals & Mining

The critical minerals landscape has deteriorated sharply in the May 22–28, 2026 period, marked by China's effective halt of rare earth exports to Japan since December, a dramatic 26.7% collapse in Gul

Change summary:New 2Updated 1Monitoring 2
10 sources
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UpdatedBalanced2026-05-18|May 15 – May 21, 2026

Critical Minerals & Mining

The critical minerals and mining sector in mid-May 2026 is shaped by persistent geopolitical disruptions, record gold investment values, a failed US-China rare earth diplomacy effort, and mounting cos

Change summary:New 2Monitoring 3
9 sources
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NewInitialBalanced2026-05-14|April 28 – May 14, 2026

Critical Minerals & Mining

This baseline snapshot captures critical minerals and mining developments in mid-2026, highlighting record gold demand values, major US domestic mapping initiatives, a World Bank investment surge to $

Change summary:New 5
10 sources
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