US EditionThe Critical Minerals Report (7.11.2025): A Rare Earth Reboot, Tariff Tremors, and Geopolitical Jitters
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The Critical Minerals Report (7.11.2025): A Rare Earth Reboot, Tariff Tremors, and Geopolitical Jitters
Taken together, the week’s cascade of announcements sketches a market governed as much by cabinet meetings and coup rumours as by drill-hole assays and processing margins. Governments intervened to build new supply chains and, within days, walled off old ones; allies awakened to their vulnerabilities while adversaries flexed their leverage; and traders, ever adaptive, carved back-channels through the cracks. Investors are left navigating a secto…
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