The customer-first argument needs one qualification: “Governments cannot legislate commercial success.” Your own example of purchasing strategic inventories gives government…
The critical minerals boom may be real, but Christopher Ecclestone believes the market is approaching a more discriminating…
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The critical minerals boom may be real, but Christopher Ecclestone believes the market is approaching a more discriminating…
How much tonnage of specialized neodymium-iron-boron permanent magnets does the U.S. military require each year, and how much…
The most consequential outcome of the latest Trump–Xi meeting was a non-event. With China’s moratorium on critical minerals…
Cesium occupies an unusual corner of the critical minerals market. It is extraordinarily rare, strategically important and used…
A familiar promotional announcement has become fashionable in the critical minerals business. A company examines an existing deposit,…
InvestorNews.com is pleased to announce an upcoming InvestorTalk scheduled for tomorrow, Tuesday, October 6, 2026, at 9:00 AM…
When Xi Jinping left Washington on September 25th after a three-day state visit, the most telling sentence in…
Washington wants to rebuild an American rare earths industry. It is committing public money to mining, separation, metal-making,…
The race to loosen China’s grip on rare earth supply has produced a proposed A$968 million deal with…
The market is no longer asking whether tungsten matters. It is asking which companies can turn strategic urgency…
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…
President Xi Jinping’s visit to Washington has concluded. For American manufacturers dependent on Chinese critical minerals, the most…