Desk notes
What happened, dated and sourced.
Short records of the things that move the research: a quarterly result, a deal, a policy decision, a data release, a market close. Each one cites the document it came from and says in a sentence why a U.S. reader should care. The briefs do the interpreting; the notes keep the record.
1 note in Critical Minerals
July 2026
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Policy / Critical Minerals
New 50% U.S. tariffs on Canadian goods spare energy, potash and critical minerals
Three July 20 proclamations under Section 338 of the Tariff Act of 1930 add a 50% duty on a wide range of Canadian products from August 19, but trade counsel's reading of the annexes keeps uranium, potash and other listed minerals outside it.