Every junior in the critical minerals space – needs to read this. And – they need to go through this…
September 15, 2026
The Price of Security: When Critical Minerals Become Too Expensive
There is a contradiction at the heart of Western critical minerals policy that I think we are going…
InvestorNews – Daily News Updates
For Investors. By Investors.
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The Price of Security: When Critical Minerals Become Too Expensive
There is a contradiction at the heart of Western critical minerals policy that I think we are going…
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TD Bank Puts C$150 Billion Behind Carney’s Invest in Canada Agenda
“TD has made a C$150 billion financing commitment, but capital alone does not build an industry. Canada now…
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The Ore in the Ground Is Not Money in the Bank
“A mineral deposit is geology. A mine is engineering. A qualified product is manufacturing. A positive cash flow…
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Carney’s Canada Investment Summit Puts Canada’s Ability to Build (and Finance) on Trial
“As someone who has worked on the front lines of the critical minerals industry for many years, I…
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The Real Price of Yttrium Is the Price at Which It Can Be Delivered
The actual price of yttrium, or any other rare earth, is the price at which a specified quantity…
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Almonty CEO Lewis Black on 498% Revenue Growth and Tungsten’s Earnings Power Ahead
“What kills tungsten demand is absence,” Lewis Black, Chairman, President and CEO of Almonty Industries Inc. (NASDAQ: ALM…
InvestorNews Interviews
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CMR Podcast — Xi Comes to Washington with America’s Critical Minerals Supply on the Line
President Xi Jinping’s September 24 visit to Washington is rapidly becoming a critical test of America’s access to…
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Jack-in-the-Stox: America’s Iron Ore Is Not Enough to Secure Its Steel Supply
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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Aclara’s JOGMEC Deal Shows Washington How Rare Earth Supply Chains Are Built
“Supply-chain security is not achieved by possessing deposits or announcing subsidies. It is achieved by controlling the path…
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America’s Critical Mineral Supply Chain Strategy Rests on a Dangerous Assumption
“America’s effort to rebuild its critical mineral supply chains rests on a dangerous assumption that money will create…
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America Traded Away Its Industrial Power
“The postwar system enabled the United States to exchange industrial self-sufficiency for financial and geopolitical leadership. Now that…
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Tom Drivas and Kurt Radtke Set Appia on an Operational Course for Rare Earths and Uranium for Fall 2026
During a recent InvestorTalk interview hosted by Tracy Hughes, Tom Drivas, CEO and Director of Appia Rare Earths…
