Critical Minerals and Rare Earths
What is Graphite Used For and Why is it a Critical Mineral?
Lithium gets its name attached to the batteries that power electric vehicles, but graphite quietly makes up a far larger share of every battery cell by weight. Despite being less discussed than lithium, cobalt, or nickel, graphite carries the highest supply-risk score of any battery mineral according to recent policy analysis — and China’s dominance…
What Are Critical Minerals and Why Do They Matter?
The term “critical mineral” has moved from a niche policy phrase to one of the most consequential concepts shaping global mining investment. Governments across North America, Europe, and Australia now maintain official lists of minerals deemed essential to their economic and national security — and that designation carries real weight, triggering federal funding, streamlined permitting,…
What Are Rare Earth Elements and Where Do They Come From?
Rare earth elements rarely make headlines on their own merits — until a supply disruption threatens to shut down car factories, defense production lines, or electronics manufacturing. That is exactly what happened in April 2025, when China introduced export controls on seven rare earth elements that triggered factory shutdowns across the US, Europe, and Japan…



