Critical Minerals Journal

About Critical Minerals Journal

Critical Minerals Journal delivers structured, opinionated, strategic intelligence at the intersection of geopolitics, supply chains, technology, and capital.

Publisher

Critical Minerals Journal

Category

business

Language

en

Explicit

No

First episode

23 Jul 2026

Latest episode

6 Nov 2026

Latest episodes

24 episodes in the feed.

1. 

   6 Nov 2026

   MP Materials clears GM magnet qualification as NdPr sales hit 1,020 t

   NdPr sales rose 94% year over year to 1,020 metric tons.

2. 

   4 Nov 2026

   Ivanhoe cuts Kamoa-Kakula's 2027 copper guidance to 300,000-350,000 t

   Kamoa-Kakula's 2027 cash cost guidance rises to $2.50-$3.00/lb, from $2.10-$2.50/lb

3. 

   4 Nov 2026

   [CW44] Who is paying for Lynas' price floors?

   More than half of Lynas' output now sells under a floor the August spot sat below. Who pays the gap decides where the Rare Earth premium went.

Contact Critical Minerals Journal

Guest appearances

Does not typically book guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.