7 Oct 2026 · 17 min
[CW40] The price of a yes: China asks for Copper to clear Anglo-Teck
Brazil, Ghana and Panama sat between a deal and a tonne this week. China asked for the tonnes.
- New episodes
- Weekly
- Typical length
- 18 min
- Latest
- 7 Oct 2026
- Language
- English
Latest episode
Earlier episodes 9 most recent
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E10 · 7 Oct 2026
Rubaya's coltan trade runs on taxation, not traceability
At least US$800,000 a month in coltan taxation at Rubaya, against 2,500 tonnes of world tantalum mine supply.
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E9 · 5 Oct 2026
Surge's Nevada North PFS prints a US$9.81 billion NPV
US$4,719 per tonne of lithium carbonate over 42 years, against a US$24,000 price deck.
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E8 · 3 Oct 2026
China holds the last approval on the US$54 billion Anglo-Teck merger
US$54 billion and about 5% of world copper supply wait on one regulator, and the ask is concentrate allocation.
-
E7 · 30 Sep 2026 · 18 min
[CW39] Trump-Xi outcome: China moved its deadline, but America's own rule moves first
From January 1st, a US defense buyer cannot take Chinese-mined magnet material anyway, so the January 10th decision lands on everyone else.
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E6 · 23 Sep 2026
[CW38] The state bought the company. Someone else bought the metal.
A shareholding is not a supply contract, and this week only one government appeared to notice.
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E5 · 26 Aug 2026 · 18 min
[CW34] Copper never moved, it just changed its status + Rare Earths' market updates
A five-year copper spread died on a warrant, and Japan's terbium continues at zero.
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E4 · 19 Aug 2026
[CW33] The calendar became the commodity
Erbium, copper and lithium all repriced this week, and none of them repriced on supply.
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E3 · 5 Aug 2026 · 18 min
[CW31] The new credential regime: cleared to sell, not cleared to source + U.S. Permanent Magnet market zoom
A federal permission slip means little if a separate order can freeze the feedstock behind it.
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E1 · 23 Jul 2026
[CW29] Rare Earths: a $6.5 trillion problem, a rounding-error response
The problem got a price tag, and the response an invoice
About Critical Minerals Journal
Critical Minerals Journal delivers structured, opinionated, strategic intelligence at the intersection of geopolitics, supply chains, technology, and capital.
Critical Minerals Journal is a English business podcast from Critical Minerals Journal. Melo plays each episode straight from the publisher's own feed — no ads added, no account needed — and remembers where you stopped, in this browser only.
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- Critical Minerals Journal
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- 18 min
- Latest episode
- 7 Oct 2026
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- 2026 Critical Minerals Journal
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