Hi Jack, Martin Armstrong also reports on Rare Earth Elements, see: https://www.armstrongeconomics.com/world-news/world-trade/germany-and-japan-scramble-to-escape-chinas-grip-on-critical-minerals/ And has a similar phraseology & meter to…
November 04, 2026
Will the Midterm Elections Slow America’s Critical Minerals Revival?
Washington is financing the promise of American mineral production faster than American industry is proving it can deliver.…
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Will the Midterm Elections Slow America’s Critical Minerals Revival?
Washington is financing the promise of American mineral production faster than American industry is proving it can deliver.…
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Jack-in-the-Stox: Hafnium, Another Critical Mineral in Search of a Business Case
In his ongoing Jack-in-the-Stox series, Jack Lifton comments on public companies, technologies, capital markets, supply chains and geopolitics. He is not a…
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CEMI President and CEO Douglas Morrison Joins the Critical Minerals Institute Board of Directors
TORONTO, Ontario, November 3, 2026 — The Critical Minerals Institute (CMI), a global think tank and central hub…
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Midterms and Iran Are Rattling Markets: Time to Review the Top 10 Mental Health and Wellness Stocks
After 25 years in the capital markets, I have learned two lessons worth remembering: know what you do…
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China’s November 27 Gallium Deadline Leaves America Exposed
The broader trade truce extends into January, while China’s separate gallium notice still names November 27. Western manufacturers…
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Atlanta Brings the Critical Minerals Supply Chain Into Focus
Atlanta’s metropolitan area is home to nearly 6.5 million people, and Georgia gives the critical minerals debate a…
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What Australian Strategic Materials Gets Right About Rare Earth Manufacturing
Last Tuesday, October 27, I visited Australian Strategic Materials Limited’s (ASM) Korean Metals Plant in Ochang, South Korea.…
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Who Will Buy the Magnets? The Economic Test of America’s Rare Earth Revival
The United States is committing billions of dollars to rebuild a domestic rare earth permanent magnet industry. New…
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The Rise and Decline of American Productivity
Can a nation that has learned to reward wealth ownership more generously than the creation of industrial productive…
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Critical Minerals Report (10.25.2026): Billions of Dollars Fuel the Race to Control Technology Metals
General Motors Company (NYSE: GM) issued a termination notice on July 1 for its long-term magnet supply agreement…
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The Best Defense: Why Wicheeda Matters to Korea
Defense Metals Corp. (TSXV: DEFN | OTCQB: DFMTF) is positioning its Wicheeda project in British Columbia as a…
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Rare Earth Metal and Alloy Capability Outside of China in October 2026
In my September 21 article, I reviewed the state of rare earth metal and alloy production outside China,…
