The End of Globalization Was an American Decision, Not a Chinese Victory
The article argues that the decline of globalization stems from eight decades of U.S. policy that favored military dominance and financial abstraction over building manufacturing partnerships in the Global South. After World II, America offered aid tied to its strategic interests rather than genuine economic development, then later allowed its financial sector to fund China’s industrial rise without assuming responsibility. China leveraged that capital to construct infrastructure and manufacturing ecosystems across developing economies, effectively filling the gap the U.S. left. Canada’s recent $25 billion sovereign‑style fund illustrates a shift toward middle‑power autonomy as the American‑led model wanes.
Kerem Usenmez on Volta Metals’ Rare Earth Scale and the High-Grade Gallium that Sets It Apart
Volta Metals has rapidly advanced its Sudbury‑area rare‑earth project, moving from acquisition to two drill programs, an updated resource model, and ongoing metallurgical work within a year. The deposit is now classified as the seventh‑largest rare‑earth resource in North America...

The Perth Critical Minerals Report (04.30.2026): Dysprosium’s Price Drop Is a Mirage — Control of Supply Is Tightening
The Perth Critical Minerals Report shows dysprosium oxide has slipped 28.6% over the past year to $172 /kg, yet a 2.7% weekly rise to $179 /kg indicates the drop is more a correction than a collapse. China still dominates 85‑90% of global...
Robin Dow to Speak at CMI Summit 5 on the Geopolitics of Phosphate and the Global Fertilizer Crisis
Robin Dow, CEO of Nevada Organic Phosphate Inc., will speak at CMI Summit 5 in Toronto on May 13‑14, 2026, highlighting the growing geopolitical risks to the global phosphate market. He warns that the fertilizer supply chain is overly concentrated in unstable...
Robin Dunbar Positions Grid Metals at the Center of the Global Cesium Supply Race
Grid Metals Corp. announced an earn‑in agreement with Boliden that could give the Swedish miner up to an 80% stake in its Manitoba project, backed by a minimum $10 million exploration spend. The company’s primary focus remains the Falcon West cesium...
Critical Minerals Report (04.26.2026): CATL Commits $4.4B, U.S. Stockpile Stalls & Canada Eyes Europe in Supply Chain Shift
China's CATL announced a $4.4 billion investment to expand its mining arm, outpacing recent U.S. government spending on critical minerals. In the United States, a proposed national mineral stockpile remains unfunded, highlighting a gap between policy intent and execution. Canada is...
Critical Minerals Institute (CMI) and Perth Critical Minerals Platform (PCMP) Announce Strategic Partnership to Advance Global Market Intelligence
The Critical Minerals Institute (CMI) and Perth Critical Minerals Platform (PCMP) have formed a strategic partnership to fuse capital‑market insight with real‑time pricing and supply‑chain data. PCMP’s platform tracks 67 critical minerals and 7,787 companies, while CMI contributes its global...
Defense Metals’ Mark Tory to Present at CMI Summit 5 on What Separates Bankable Rare Earth Projects From the Rest
Defense Metals CEO Mark Tory will speak at the CMI Summit 5 in Toronto on May 13, outlining how grade, metallurgy and processing capability separate bankable rare‑earth projects from speculative assets. He will use the company’s Wicheeda Rare Earth Element Project—a pre‑feasibility‑studied...

Defense Metals’ Mark Tory on Why the Rare Earths Grade and Processing Technology Matters
Defense Metals CEO Mark Tory emphasized that rare‑earth value hinges on processing rather than raw‑ground grade. The company’s Wicheeda project in British Columbia can boost a modest 2.4% TREO deposit to roughly a 50% concentrate, putting it on par with...
America, the Oblivious
The article argues that China is reshaping global trade by providing manufacturing technology to resource‑rich nations of the Global South in exchange for natural commodities, creating a new form of economic imperialism. It contrasts this strategy with the United States’...
InvestorTalk Alert: Robin Dunbar From Grid Metals Corp. To Host on Tuesday, April 21, 2026, at 9:00 AM EST
Grid Metals Corp. will host Robin Dunbar on InvestorTalk Tuesday, April 21, 2026 at 9:00 AM EST. The company is advancing its 100%‑owned Falcon West property in Manitoba, where recent Phase 2 drilling returned 12.9% Cs₂O over 3.8 m and a high‑grade 20.45%...
Niobium – Cutting Through the Misinformation
The niobium market is dominated by Brazil’s CBMM, which supplies roughly 80% of global output, while Quebec accounts for most of the remaining 20%. Despite frequent claims that niobium is a panic‑inducing critical metal, viable substitutes such as vanadium, tantalum,...
Deep Sea Mining of Rare Earths.
Japan is piloting deep‑sea dredging off Minamitorishima to harvest sediments rich in heavy rare‑earth elements, especially dysprosium and yttrium, which are concentrated in fish‑bone apatite. The effort is backed by Deep Reach Technology, a leader in ultra‑deep‑sea mining equipment, and...
Mark Wall on American Rare Earths Advancing Halleck Creek as the U.S. Pushes for Domestic Supply Chain Control
American Rare Earths Limited’s Halleck Creek project in Wyoming is touted as the largest domestic rare earth deposit, containing roughly 8.6 million tonnes of rare earth oxides. The company plans a distributed processing model that crushes and concentrates ore on‑site before...
AscentX Medical’s Dr. Sandhu on a New Approach to Treating GERD
AscentX Medical is developing G125, a regenerative injectable biomaterial designed to reinforce the lower esophageal sphincter in patients with gastroesophageal reflux disease (GERD). The platform delivers a biocompatible scaffold via a patented needle that integrates with tissue, promoting collagen growth...
Grid Metals and Boliden Advance Thompson East Through Strategic Earn-In
Grid Metals Corp. has struck an earn‑in deal with Boliden Mineral Canada, allowing the Swedish miner to fund up to C$9.6 million (≈US$7 million) and acquire up to an 80% interest in the Thompson East copper‑nickel‑PGM‑cobalt project, while paying Grid C$500,000 (≈US$370,000)...
InvestorTalk Alert: James Deckelman From Deep Sea Minerals Corp. To Host on Wednesday, April 15, 2026, at 9:00 AM EST
Deep Sea Minerals Corp. announced an InvestorTalk with CEO James Deckelman on April 15, 2026. The company recently formed a wholly‑owned subsidiary in the Cook Islands to advance a potential seabed‑mineral concession, taking advantage of the jurisdiction’s dedicated legal framework....
Critical Minerals Report (04.12.2026): The Iran War, China’s Chemical Leverage & The Real Supply Chain Constraint
The critical‑minerals market is hitting a new bottleneck: processing chemicals, not ore. Disruptions to sulfur flows from the Iran‑Hormuz conflict and China’s export curbs on ammonium and magnesium sulfate are tightening supplies of sulfuric acid, a key reagent for rare‑earth...
Greenland Mines Advances Skaergaard as Critical Minerals Gain Strategic Urgency
Greenland Mines' President Bo Møller Stensgaard discussed the Skaergaard project, highlighting its shift from a gold‑palladium focus to include critical minerals such as vanadium, gallium, titanium and iron. The company is moving from underground to a large‑scale open‑pit mining plan,...
Fox Tungsten Advances the World’s Highest-Grade Tungsten Project with Fully Funded Drill Program
Fox Tungsten Ltd. says its British Columbia project hosts the world’s highest‑grade tungsten resource, averaging about 1% tungsten, comparable to 11 g/t gold. The company secured an $11 million bought‑deal financing and will launch a 20,000‑meter drill program to double historic drilling...
Defining Time, Defining Strategy: Cesium’s Quiet Rise in the Critical Minerals Economy
Cesium, the element that defines the international second, underpins GPS, telecoms, finance and military navigation. At a Critical Minerals Institute masterclass, Grid Metals CEO Robin Dunbar highlighted the company’s Lucy South pegmatite in Manitoba, a near‑surface, flat‑lying pollucite deposit that...
The Honourable Floyd Green Calls on Investors to “Think Critical Minerals. Think Jamaica.”
Jamaican Minister of Agriculture, Fisheries and Mining Floyd Green told investors at PDAC 2026 that the island is expanding beyond its historic bauxite and aluminum sector to attract gold, copper and critical‑mineral projects. He highlighted partnerships such as Barrick Gold’s...
Truth (and Metals) Collapse in War: Ecclestone Warns of Dollar Erosion, Gold’s Failure, and a Broken Market Playbook
Hallgarten’s monthly resources review, authored by Christopher Ecclestone, warns that war has shattered the traditional safe‑haven narrative. Gold plunged about $1,000 per ounce and mining equities lost 30‑40%, while even copper slipped. The report links the price turmoil to a...
InvestorTalk Alert: Peter Clausi to Host Mark Wall of American Rare Earths Limited on Thursday, April 9, 2026, at 9:00...
InvestorNews will host an InvestorTalk on April 9, 2026 at 9 AM EST featuring Mark Wall, President and CEO of American Rare Earths Limited. The discussion will spotlight the company’s flagship Halleck Creek Project in Wyoming, where a Whole‑of‑Property Development Assessment (WPDA) is slated...
InvestorTalk Alert: Jack Lifton to Host Mark Tory of Defense Metals Corp. On Wednesday, April 8, 2026, at 4:05 PM...
InvestorNews.com will host an InvestorTalk on April 8, 2026, featuring Defense Metals Corp. President and CEO Mark Tory. Defense Metals, which develops the Wicheeda rare‑earth project in British Columbia, recently received conditional approval for up to C$1.88 million (≈$1.4 million USD) to fund power‑line...
InvestorTalk Alert: Stephen Gray From Fox Tungsten Ltd. To Host on Wednesday, April 8, 2026, at 9:00 AM EST
InvestorNews announced an InvestorTalk on April 8, 2026 featuring Stephen Gray, CEO of Fox Tungsten Ltd. The company recently completed a C$11.1 million (~US$8.2 million) bought‑deal private placement led by Stifel Nicolaus Canada and PowerOne Capital Markets. Proceeds will fund an expanded 2026 drill program...
Spartan Metals Secures the Largest U.S. Tungsten Resource as Supply Pressures Mount
Spartan Metals Corp. announced the acquisition of the Victorio project, now the largest tungsten resource in the United States. The bimetallic deposit also contains molybdenum, which could enhance project economics. With no primary U.S. tungsten production since 2015, the move...
Critical Minerals Institute Unveils 2026 Watchlist: Rhenium (Re) and Indium (In) Added, Tungsten (W) Elevated to Top 5 as Supply...
The Critical Minerals Institute released its 2026 Critical Minerals Watchlist, adding rhenium (Re) and indium (In) and promoting tungsten (W) into the Top 5 strategic tier while demoting cobalt (Co). The update underscores a refined definition of criticality that hinges on...
Brian Leeners on Homerun Resources’ High-Grade Silica Positioning for a Critical Role in Energy and Technology Supply Chains
Homerun Resources Inc., led by CEO Brian Leeners, is positioning high‑grade silica as a strategic material for both energy and technology supply chains. The company focuses on Brazil’s abundant silica deposits, leveraging vertical integration to capture value from raw extraction...
InvestorTalk Alert: Ali Haji From American Tungsten Corp. To Host on Thursday, April 2, 2026, at 9:00 AM EST
American Tungsten Corp. will host an InvestorTalk with CEO Ali Haji on April 2, 2026, at 9:00 AM EST. The company is advancing the historic IMA Mine in Idaho, recently extending the strike length of high‑grade tungsten‑silver mineralization and completing a...
From Green Dreams to War Metals: A Critical Minerals Wake-Up Call for Europe
A new Hallgarten note warns that Europe’s critical‑minerals strategy is misaligned, focusing on lithium and ESG while overlooking the war‑driven metals tungsten, antimony, tin, rare earths and helium. The report highlights substantial domestic resources in Spain, Portugal, Scandinavia, Cornwall and...
InvestorTalk Alert: Brent Willis From Voyageur Pharmaceuticals Ltd. To Host on Tuesday, March 31, 2026
InvestorNews announced an InvestorTalk on March 31, 2026 at 9 AM EST featuring Brent Willis, President and CEO of Voyageur Pharmaceuticals Ltd. (TSXV:VM). Voyageur is advancing a vertically integrated strategy to produce barium and iodine contrast agents, highlighted by a 132,000‑tonne, 98.8% pure barium...
Critical Minerals Institute Announces CMI Summit 5: “The New Critical Minerals Economy” — Toronto, May 13–14, 2026
The Critical Minerals Institute will host its fifth annual summit in Toronto on May 13‑14, 2026, under the theme “The New Critical Minerals Economy.” The two‑day forum will bring together senior executives, policymakers, institutional investors and technical experts to discuss...
America’s Military Potemkin Crisis
Jack Lifton, co‑chair of the Critical Minerals Institute, argues that the U.S. narrative of a looming critical‑minerals shortage is a manufactured “Potemkin” crisis. He contends that bureaucrats inflate the problem to channel large sums of taxpayer money to politically connected...

Leave Your Valuables on the Way Out
Turkey’s central bank sold roughly $3 billion of gold last week, cutting its reserves to 772 tonnes – the steepest weekly decline since August 2018. The sale is part of $26 billion in foreign‑currency sales since the Iran‑related war began, wiping about $35 billion from...

InvestorTalk Alert: Brett Marsh From Spartan Metals Corp. To Host on Wednesday, March 25, 2026
Spartan Metals Corp. will host an InvestorTalk with CEO Brett Marsh on March 25, 2026. The company announced it has secured an option to earn 100 % of the Victorio Tungsten‑Molybdenum Project, the largest historic tungsten resource in the United States. The deal...

The $826 Billion Shift: Why Metal ETFs Are Reshaping — and Distorting — the Future of Supply
Metal and mining exchange‑traded funds now control roughly $826 billion, with 84% allocated to physical metal ETFs—gold alone accounts for about $577 billion. By contrast, funds that own mining equities represent just over 12% of assets, leaving critical‑mineral ETFs at a modest...

InvestorTalk Alert: Kevin Keough From Oreterra Metals Corp. To Host on Tuesday, March 24, 2026, at 9:00 AM EST
Oreterra Metals Corp. will host an InvestorTalk on March 24, 2026, featuring CEO Kevin Keough. The company recently closed a $9.7 million (≈ $7.2 million USD) oversubscribed private placement, fully funding a two‑phase, ~10,000‑metre drill program at its flagship Trek South copper‑gold prospect in British...
Marcy Kiesman Highlights Quantum Critical Metals’ Babine South Silver and Mica-Based Gallium Extraction at PDAC 2026
Quantum Critical Metals highlighted its Babine South project at PDAC 2026, noting historic silver production dating back to the 1920s. Recent 2025 surface sampling returned silver grades from 10.9 ppm to 1,150 ppm, with independent re‑assays confirming up to 308 oz/t, alongside notable zinc...

John Slaven of MineSense on Turning Every Shovel Into a Data Engine
At PDAC 2026, MineSense CEO John Slaven unveiled a sensor system that mounts on mining shovels to deliver instant copper grade readings as material is loaded onto trucks. The real‑time ore intelligence lets operators immediately route ore to the mill or...

Strait of Hormuz Is Chokepoint for Sulphuric Acid and Critical Metal Processing
The Strait of Hormuz channels about 50% of the world’s sulphur, a key feedstock for sulphuric acid used in nickel, copper and cobalt processing. Indonesia, which produces over half of global nickel, imports roughly 75% of its sulphur from the...
Christopher Berlet on Stakeholder Gold and the Infrastructure-Driven Revival of Yukon’s White Gold District
At PDAC 2026, Stakeholder Gold Corp highlighted its strategic position in Yukon’s revitalizing White Gold District. The company has staked claims along a planned $70 million road corridor and secured a Class I permit for a 2,000‑meter, multi‑target drill program slated for...
Grid Metals’ Robin Dunbar on the Rare Critical Mineral Called Cesium
Grid Metals Corp. announced a shallow cesium discovery in Manitoba during PDAC 2026, marking one of only six globally significant deposits. The company released final assay results and plans over 100 drill holes to support a resource estimate later this...
Darren Hazelwood Discusses Panther Metals’ Ontario Projects and Winston Tailings Opportunity at PDAC 2026
Panther Metals Plc is preparing to dual‑list on the Canadian Securities Exchange to fund its Ontario portfolio, highlighted by the historic Winston mine on Lake Superior. CEO Darren Hazelwood emphasized reviving Winston, a former zinc‑focused VMS operation that also produced...
Kevin Ernst’s BN Metals Bets on U.S. Tungsten—And a California Gold Revival
BN Metals Corp. announced it aims to become the first U.S. tungsten producer within 14‑16 months while simultaneously expanding a sizable gold‑silver resource in historic California. The company controls roughly 6,000 acres that host one of the nation’s largest tungsten...
David Stein on Kuya Silver’s Production Growth and the Opportunity in Peru’s Silver Sector
Kuya Silver’s Bethania mine in Peru is ramping up to produce about 1.5 million ounces of silver annually in Phase One. The company recently secured the mill processing its ore, improving control and paving the way for a second mill that...
Spartan Metals’ Brett Marsh on Reviving Nevada’s Tungsten District
Spartan Metals CEO Brett Marsh used PDAC 2026 to highlight the company’s tightly held capital structure and its plan to revive Nevada’s historic tungsten district. Largest shareholder Burton Egger exercised warrants, bolstering the treasury and giving the firm more financial flexibility. The...
Fox Tungsten’s Stephen Gray on the World’s Highest-Grade Tungsten Resource in British Columbia
Fox Tungsten Ltd., after selling its copper asset, rebranded at PDAC 2026 to focus exclusively on tungsten. The Fox project in British Columbia’s Cariboo region hosts a resource grading roughly 1 % tungsten, claimed as the world’s highest‑grade deposit. With about $4 million...
ABx Group’s Mark Cooksey on Dysprosium, Terbium and the Race for Heavy Rare Earths
At PDAC 2026, ABx Group CEO Mark Cooksey outlined the company’s plan to produce a mixed rare‑earth carbonate (MREC) from ionic clay deposits in Tasmania that are unusually rich in heavy rare earths dysprosium and terbium. The project leverages low‑cost...
At PDAC 2026, Power Metallic’s Terry Lynch Discusses Lion’s High-Grade Copper Results
At PDAC 2026, Power Metallic CEO Terry Lynch highlighted high‑grade copper results from the Lion zone in Quebec’s James Bay region. The company has completed 35,000 metres of a 100,000‑metre drill program, reporting intercepts such as 32 metres grading 7% copper‑equivalent and...