The Future of Critical Minerals Depends on Processing Capacity

June 14, 2026 | One of the more insightful pieces I have read recently was on the growing importance of critical minerals and, more importantly, the emerging shortage of critical minerals processing capacity. For many years the conversation has focused on finding new...

Alliances Matter. Execution Determines Supply.

April 7, 2026 | A major shift is happening in the global critical minerals landscape that is yet to be fully appreciated. Canada and Australia are forming what could become the largest critical minerals alliance among trusted democratic nations.Together they...

The Fastest Path to Critical Minerals Isn’t New Mining

April 5, 2026 | The United States and its allies are moving quickly to secure critical minerals supply chains.Strategic reserves are being discussed. Allied supply chains are forming.Billions are being allocated. But there’s a fundamental question that isn’t being...