@systemmargin.bsky.social8/
That is why System Margin does not stop at:
bottleneck →company.
It asks:
bottleneck →control →rent →durability →capture → valuation.
Campine survived the entire chain.
Next: why this matters for Strategic Bottlenecks.
#SystemMargin #RiskFirst #Antimony #CriticalMinerals
@populismstudies.bsky.social📢 ECPS Commentary
🌍⚡ Green Colonialism or Green Sovereignty? Africa’s Critical Minerals and the Politics of the Energy Transition
✍️ By Dr. Oludele Mayowa Solaja
📕 Read here: 🔗 www.populismstudies.org/green-coloni...
#ECPS #Africa #CriticalMinerals #GreenTransition #GreenColonialism
@atbausaorg.bsky.social⛏️ Central Asia’s critical minerals sector is gaining momentum.
The U.S. is supporting strategic projects, including potential DFC financing of up to $700M for Kazakhstan’s tungsten mine and EXIM-backed opportunities in Uzbekistan.
@vincebeiser.bsky.socialChina’s Other Military Resource Edge: Sand
Plus: California’s Stillborn Lithium Rush, and more about the real costs of renewable energy and digital tech—and how we can do better.
#criticalmetals #criticalminerals #batterymetals #sustainability #recycling
powermetal.substack.com/p/chinas-oth...
@stratheia.bsky.socialChina has the rocks. America has the chips. Their rivalry is reshaping the global economy—and middle powers must avoid becoming trapped between competing supply chains.
#USChina #GlobalEconomy #SupplyChain #CriticalMinerals
Read Full Article: stratheia.com/rocks-vs-chi...
@voltametals.bsky.socialVolta Metals’ September 2026 Corporate Presentation is now available.
Explore Springer’s 176 Mt REE resource, recent drilling, gallium upside and upcoming MRE and PEA milestones.
@newsmason.bsky.social#trends today for 'critical minerals' 'world athletics' & 'red sea'
Click/Tap below:
www.newsmason.com?query=%22cri...
www.newsmason.com?query=%22wor...
@journosnews.comIndian Prime Minister Narendra Modi warned that geopolitical tensions, disrupted trade routes, technology restrictions and the weaponization of critical minerals could create wider economic instability.
#BRICS #GlobalEconomy #SupplyChains #CriticalMinerals #Geopolitics
@pmarques35.bsky.social[8/8] Une ressource stratégique peut transporter un risque invisible à l’échelle mondiale. Les auteurs recommandent des contrôles des cargaisons, un suivi sanitaire des travailleurs et des traitements obligatoires pour isoler l’uranium des eaux et populations. #geography #criticalminerals #mining
@pmarques35.bsky.social[1/8] Le géologue Ryan A. Manzuk (Univ Wisconsin-Madison) étudie les exportations de cobalt de la RDC. Son étude montre qu’elles transportent aussi de l’uranium non déclaré, révélant un risque nucléaire et environnemental caché dans une chaîne minière mondiale. #geography #criticalminerals #mining
@theminingnews.bsky.social🚀 EagleOne Metals Announces Closing of Private Placement
🔎 Read the full update:
➡️https://theminingnews.com/eagleone-metals-announces-closing-of-private-placement/
#EagleOneMetals #EAGL #CSE #Uranium #CriticalMinerals #Mining #MiningNews #PrivatePlacement #CapitalRaise #Warrants #Sharehol
@narrowit.bsky.socialU.S. Government Closes $35.6 Million Trilogy Metals Investment Trilogy Metals completed a $35.6 million U.S. government equity investment tied to...
https://www.narrowit.com/news/trilogy-metals-us-government-35-million-ambler-investment-2026-09-12
#TrilogyMetals #CriticalMinerals #Alaska #Copper
@newsramp.comGreenland Mines (NASDAQ: GRML) completes 104.8-ton bulk-sample program at Skaergaard and advances rare earth exploration at Sarfartoq, marking key milestones in its North Atlantic Critical Metals strategy. #CriticalMinerals #Mining
@voltametals.bsky.socialRecovery and concentrate grade measure different things—and both matter.
Initial Springer testing achieved up to 88.2% TREE recovery. A separate test condition produced concentrate grading up to 26.4% TREO at 65.8% recovery, representing ~13x enrichment.
@tartisannickelcorp.bsky.socialThe preparation is done. Phase 2 begins.
Borehole EM mapped the targets during the pause. Two drills are staged. Kenbridge is ready to go.
@newsramp.comTrilogy Metals (TMQ) has been named to the 2026 TSX30 following a staggering 570% share price increase over three years. The recognition highlights investor confidence in its Arctic Project and its role in the U.S. critical mineral supply chain. #CriticalMinerals #Mining
@newsramp.comSilver Bow Mining (SBMT) secures bankruptcy court approval and completes initial closing for Jefferson County Metallurgical Complex, funding $28.58M into escrow to satisfy creditor obligations. Final ownership transfer pending shareholder approval. #Mining #CriticalMinerals
@nuvarisglobal.bsky.socialGold supports reserves. Critical minerals support the systems beneath them.
Monetary interoperability may reduce one dependency while deepening another.
@geopulsepoint.bsky.socialThe US needs critical minerals for its tech ambitions, hinting at a future where resource control dictates innovation leadership. This, alongside debates on US-China AI cooperation, paints a complex picture of tech's geopolitical future. #CriticalMinerals #USChina #AIgovernance
@geopulsepoint.bsky.socialFrom critical minerals to energy security (hello, Brent at $100!), the bedrock of power is shifting. It's a reminder that in this new world order, pragmatism and resilience are the new currencies. #EnergyCrisis #CriticalMinerals