Critical minerals demand: energy transition supply gaps
The energy transition is increasing demand for critical minerals faster than many new mines, refineries and recycling facilities can be developed. The immediate risk is not…
Search the Skillings archive
The energy transition is increasing demand for critical minerals faster than many new mines, refineries and recycling facilities can be developed. The immediate risk is not…
Critical-minerals security is increasingly determined by processing capacity, trade policy and supply-chain control rather than geology alone. The critical minerals race is moving from mine development…
China's rare earth export controls are paused, not gone. Two 2026 deadlines will decide what happens next — here's what's at stake.
Battery recycling equipment processes black mass at a U.S. industrial facility. The United States has moved to keep more battery and tungsten feedstock at home, requiring…
Rare earth separation and refining remain among the most closely watched stages of the global minerals supply chain. The critical minerals supply chain in 2026 is…
Alberta’s oil sands waste could contain significant quantities of critical minerals, but economic recovery remains the key challenge.
The US International Development Finance Corporation expands rare earth financing in Madagascar, strengthening Africa’s critical minerals supply chain ahead of African Mining Week 2026.
Rare-earth processing and metallization facilities are becoming strategic assets as companies seek greater control over the mine-to-magnet chain. The critical-minerals supply chain is moving beyond a…
An alpine mining development area in Carinthia, Austria, near the Wolfsberg lithium project. Critical Metals Corp.’s proposed acquisition of European Lithium Ltd. is moving into the…
Rare earth processing equipment at an integrated industrial facility. This week’s mining market is being shaped by a common strategic imperative: control more of the value…
Our newsletters on critical minerals, policy and the week’s deals, free through LinkedIn or by email.