Where critical-minerals finance actually happens.
Last checked: November 6, 2026
Critical-minerals finance runs on four kinds of source: the government lists that define the sector, the funding programs that pay for it, the market research that sizes it, and the price reporting and company filings that show what it is worth today. The links below cover all four.
Included as a link of interest; no relationship with Prime Domain Capital is implied. Nothing on this page suggests that any person or publication listed endorses this domain or has any connection with Prime Domain Capital. Links open on the publisher's own site.
Government lists and funding programs
The final 2025 list: 60 critical minerals, 50 retained from 2022 and 10 new, including 15 rare earth elements.
The August 2025 draft list announcement, including the disruption-scenario methodology and the minerals ranked most exposed to supply shocks.
EXIM's program for countering Chinese export support, including the Supply Chain Resiliency Initiative for critical minerals and rare earths.
Client alert on the final 2025 list, the ten additions, and the Section 45X tax credit's limits for the newly listed minerals.
Market research
Executive summary: the $325 billion market value of key energy transition minerals, the 2023 price collapse, and demand growth by mineral.
Executive summary: 2024 demand growth, weakening investment momentum, and rising supply concentration.
Demand projections to 2040, the $500 billion mining investment requirement, and the projected copper and lithium supply shortfalls by 2035.
Summary of the IEA's rare earth supply-chain shares: about 60% of mining, 91% of refining, and 94% of sintered magnet production in 2024.
Explainer on why separation and refining, not mining, is the real bottleneck in the rare earth supply chain.
Price reporting
SMM's daily battery-grade lithium carbonate assessment: 93,500 yuan per tonne on November 2, 2026.
London Metal Exchange official nickel prices, session by session, in dollars and euros per tonne.
Daily cobalt reference price in dollars per tonne, with 30-day history and the 12-month range.
Citigroup's November 2, 2026 forecast cut: lithium carbonate and hydroxide to $12,000 per tonne, spodumene to $1,200.
Company filings and announcements
The company's announcement of the Department of Energy loan for Thacker Pass, including the General Motors joint venture terms.
Report on the first $435 million drawdown of the Thacker Pass loan in October 2025 and its repayment terms.
Account of the Department of Defense's July 2025 $400 million investment in MP Materials, the $110 per kilogram price floor, and the Fort Worth magnet plant.
The world's largest lithium producer's 2024 results: $5.4 billion in net sales, a $1.2 billion net loss, and sharply reduced capital spending.
Announcement of the Export-Import Bank's letter of interest for a North American mine-to-magnet rare earth supply chain.
criticalmineralfinance.com — $12,000
Buy Now — $12,000 via Afternic
Questions about this domain: info@primedomaincapital.com
Changelog
- November 6, 2026: Initial edition — government lists and funding programs, market research, price reporting, and company filings established (18 items, all verified live November 6, 2026).