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Minerals in Motion

Financial and policy moves in Critical Minerals.

Where capital is moving and what it means for investors, operators, and policymakers.

Published Twice a week.


Latest

Battery

+7

When Supply Chains Start Designing Batteries

Jun 26, 2026

•

3 min read

When Supply Chains Start Designing Batteries

Why LMR and sodium-ion batteries matter, the US bets on processing technology, and this week’s key policy and capital moves.

Ayush Agarwal
Ayush Agarwal

Data

+2

AI Doesn’t Just Need Chips

Jun 19, 2026

•

2 min read

AI Doesn’t Just Need Chips

The growing importance of Indium Phosphide in AI networking infrastructure

Ayush Agarwal
Ayush Agarwal

US

+2

Mining Doesn’t Have Time Anymore

May 19, 2026

•

1 min read

Mining Doesn’t Have Time Anymore

How acquisitions are becoming the fastest way to scale critical mineral capacity.

Ayush Agarwal
Ayush Agarwal

Brazil

+2

The Minerals Supercycle May Already Be Starting

May 7, 2026

•

2 min read

The Minerals Supercycle May Already Be Starting

Capital allocation, Utah-Japan partnership, and Brazil's new Mineral policy

Ayush Agarwal
Ayush Agarwal

US

+2

The Hidden Constraint in Critical Mineral Supply Chains

Apr 21, 2026

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2 min read

The Hidden Constraint in Critical Mineral Supply Chains

China’s sulphuric acid export ban highlights a deeper dependency beyond mining and refining

Ayush Agarwal
Ayush Agarwal

Tungsten

Minerals in Motion: Issue 02

Feb 19, 2026

•

6 min read

Minerals in Motion: Issue 02

Tungsten and the Economics of Concentration

Ayush Agarwal
Ayush Agarwal

Minerals in Motion

A weekly briefing on the geopolitics and economics of critical minerals. Helping strategy leaders understand what’s changing, what matters, and what to watch next.

© 2026 Minerals in Motion.
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