Battery
+7
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.
Data
+2
Jun 19, 2026
•
2 min read
AI Doesn’t Just Need Chips
The growing importance of Indium Phosphide in AI networking infrastructure
US
+2
May 19, 2026
•
1 min read
Mining Doesn’t Have Time Anymore
How acquisitions are becoming the fastest way to scale critical mineral capacity.
Brazil
+2
May 7, 2026
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2 min read
The Minerals Supercycle May Already Be Starting
Capital allocation, Utah-Japan partnership, and Brazil's new Mineral policy
US
+2
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
