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444Critical Minerals Daily Alert

Delivered to your INBOX daily at 04:44 AM PT, 444Critical is your edge on the officially designated critical minerals that power energy, defense, and advanced technologies.

Each alert delivers a high-signal summary of:

  • Major market movements across the critical minerals industry.

  • Key policy and regulatory shifts in the U.S., China, Canada, and beyond

  • Notable company actions—from exploration and offtakes to disruptions and expansions

  • Global supply chain updates, including export restrictions, refining bottlenecks, and investment flows

Every email is a dive into the day’s most significant development, with context, source links, and insight for decision-makers.

All past alerts are stored in a fully searchable archive, allowing you to track evolving narratives by mineral, jurisdiction, company, or strategic theme—making it a powerful research and positioning tool over time.

444Critical is built for procurement leads, institutional investors, analysts, policymakers, and sector operators who require early, accurate, and structured intelligence.

Zero noise. Just the data that matters.

This publication is provided for informational purposes only and does not constitute financial, investment or legal advice. The information contained herein is believed to be accurate at the time of delivery but is not warranted or guaranteed.



444Critical Daily — November 2, 2025

Nov 2, 2025

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4 min read

444Critical Daily — November 2, 2025

Tier 1 – Australia Flags China’s Rare-Earth Dominance, G7 Backing 25 Critical-Mineral Projects, U.S.–Australia $8.5 B Supply-Chain Pact

444Critical Daily — October 31, 2025

Oct 31, 2025

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5 min read

444Critical Daily — October 31, 2025

Tier 1 – China Pauses Rare-Earth Curbs, G7 Alliance Advances, Australia-U.S. JV Gains Traction

444Critical Daily — October 30, 2025

Oct 30, 2025

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5 min read

444Critical Daily — October 30, 2025

Tier 1 – Malaysia Holds Raw-Rare-Earths Ban Despite U.S. Deal; Canada Launches G7 Critical-Minerals Alliance; U.S.–China Truce Pressure Mounts on REE Stocks

444Critical Daily — October 29, 2025

Oct 29, 2025

•

6 min read

444Critical Daily — October 29, 2025

Tier 1 – REE Miners Crash on U.S.–China Truce, Canada Vows G7 Supply Deals, Niobium Threat Highlighted

444Critical Daily — October 28, 2025

Oct 28, 2025

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6 min read

444Critical Daily — October 28, 2025

Tier 1 – NioCorp Advances $800M EXIM Debt, Australia Targets New Heavy REE Refinery, and Sigma CEO on Cost Control

444Critical Daily — October 27, 2025

Oct 27, 2025

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7 min read

444Critical Daily — October 27, 2025

Tier 1 – Cobalt Refinery Fully Funded, NioCorp Details Pentagon Deal, and Alaska Road Permits Reinstated

444Critical Daily — October 26, 2025

Oct 26, 2025

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6 min read

444Critical Daily — October 26, 2025

Tier 1 – Lockheed Secures Scandium Supply, Canada Accelerates Ring of Fire Rail, and Lithium Price Floor Debate Heats Up

444Critical Daily — October 25, 2025

Oct 25, 2025

•

6 min read

444Critical Daily — October 25, 2025

Tier 1 – U.S. Anchors $5B Private Mineral Fund, China Weaponizes Battery Anodes, and EU Recycling Mandates Hit

444Critical Daily — October 24, 2025

Oct 24, 2025

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6 min read

444Critical Daily — October 24, 2025

Tier 1 – US-Australia Alliance Funds Gallium/REE Projects, Pakistan Deal Progresses, and The Price Discovery Gap

444Critical Daily — October 23, 2025

Oct 23, 2025

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7 min read

444Critical Daily — October 23, 2025

Tier 1 – Perpetua Breaks Ground on Antimony Mine, South32 Boosts Manganese Output, and Analyzing Market Volatility

444Critical Daily — October 22, 2025

Oct 22, 2025

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7 min read

444Critical Daily — October 22, 2025

Tier 1 – US-Australia Alliance Sets $8.5B Pipeline, North American EV Battery Build Stalls, and Korea Scrambles to Decouple

444Critical Daily — October 21, 2025

Oct 21, 2025

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7 min read

444Critical Daily — October 21, 2025

Tier 1 – U.S. and Australia Seal $8.5 Billion Supply Pact, Gallium Refinery Funded, and New FEOC Rules Hammer Financing

444Critical Daily — October 20, 2025

Oct 20, 2025

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7 min read

444Critical Daily — October 20, 2025

Tier 1 – U.S. Expands FEOC Restrictions, New Germanium Supply Found in New York, and Lithium Miners Slide on Capital Raise

444Critical Daily — October 19, 2025

Oct 19, 2025

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7 min read

444Critical Daily — October 19, 2025

Tier 1 – Cobalt Stockpile Blow, China’s Defense Export Ban, and North America’s Magnesium Hope

444Critical Daily — October 18, 2025

Oct 18, 2025

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7 min read

444Critical Daily — October 18, 2025

Tier 1 – China Weaponizes Magnets, Tungsten Prices Double, and Canada's Copper Pipeline Expands

444Critical Daily — October 17, 2025

Oct 17, 2025

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4 min read

444Critical Daily — October 17, 2025

Tier 1 – Stocks Retreat on Geopolitical Risk and JPMorgan Enters the Race

444Critical Daily — October 16, 2025

Oct 16, 2025

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7 min read

444Critical Daily — October 16, 2025

Tier 1 – Indonesia Nickel Policy Shock, U.S. Graphite Anode Support Hits $895M, and Canada Targets LFP Supply

444Critical Daily — October 15, 2025

Oct 15, 2025

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7 min read

444Critical Daily — October 15, 2025

Tier 1 – Cobalt Prices Double on DRC Quotas, Copper Output Wanes in Chile, and North American IRA Uncertainty Grows

444Critical Daily — October 14, 2025

Oct 14, 2025

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7 min read

444Critical Daily — October 14, 2025

Tier 1 – Pentagon Stockpile Escalation, Rare Earth Turmoil, and Copper Hits 17-Month High

444Critical Daily — October 13, 2025

Oct 13, 2025

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7 min read

444Critical Daily — October 13, 2025

444Critical Daily — October 13, 2025Tier 1 – China Expands 'FDPR' to Rare Earths, U.S. Backs Lithium, and Copper Deficits Tighten

444Critical Daily — October 12, 2025

Oct 12, 2025

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13 min read

444Critical Daily — October 12, 2025

Tier 1 – Biomining Breakthrough, Mine Waste as Resource & Indonesia's Nickel Stranglehold

444Critical Daily — October 11, 2025

Oct 11, 2025

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12 min read

444Critical Daily — October 11, 2025

Tier 1 – China's Rare Earth Stranglehold, U.S. Equity Blitz in Alaska & Copper Supply Shock

444Critical Daily — October 10, 2025

Oct 10, 2025

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6 min read

444Critical Daily — October 10, 2025

Tier 1 – Smelter Support, U.S. Minerals Stake Strategy, Rare Earth Moves & Supply Signals

444Critical Daily — October 9, 2025

Oct 9, 2025

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6 min read

444Critical Daily — October 9, 2025

Tier 1 – Government Stakes, Quota Enforcement, Rare Earth Offtakes & Smelter Rescues

444Critical Daily — October 8, 2025

Oct 8, 2025

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5 min read

444Critical Daily — October 8, 2025

Tier 1 – Equity Moves, Supply Chains, Pricing Pressure & Geopolitical Leverage