The Double Pareto Dilemma
Oct 8, 2025
By Bedis Mzali
Reading time: 9 mins.
Recent developments confirm that capital continues to flow into critical minerals despite a subdued price environment. The Trump Administration’s decision to acquire a 10% stake in Lithium Americas underscores the growing focus on national security and resource sovereignty. For long-term investors, this reinforces the strategic case for holding exposure to critical minerals, as geopolitical and nationalist drivers are set to outweigh short-term market weakness.
Rare Earth 101
Dec 13, 2024
By Emmanuel Painchault
Reading time: 14 mins.
The topic of rare earth elements (REEs) falls within a threefold trend: 1) the relocation of numerous industries following the Covid pandemic and the resulting disruptions to supply chains, 2) the growing awareness among political bodies and the public regarding climate issues and the response through the energy transition, which necessitates the development of renewable energy sources (wind turbines, electric vehicles), and 3) the need to streamline and secure the supply of rare earth-derived products to facilitate this energy transition.
Sustainable Mining – Dialogue with Peak Rare Earths
Mar 25, 2024
By Gaia Research Team
Reading time: 4 mins.
Learn about Peak Rare Earths’ good performance in community relations and the challenge of making ESG scores universally comparable across different mining projects at development stages.