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Two years into the Critical Raw Materials Act, the scoreboard is in — and it is more instructive than either the optimists or the sceptics predicted. A binding-constraint audit of the eight European projects that matter most.
Read note →A field guide for independent directors when a take-over bid, related-party transaction, or strategic-partner term sheet lands on the boardroom table. The eight questions that determine whether the committee operates from real leverage or merely papers over a decided process.
Read note →A proposed public finance instrument pairing a sovereign-backed metal price floor with a true NSR royalty — designed to move strategically important critical minerals projects from policy priority to financing reality.
Read note →