Thanks for the update. Isn’t ASM now Energy Fuels? GLTA – REI
October 25, 2026
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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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,…
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Jack-in-the-Stox: Rubidium, A Critical Metal in Search of a Market.
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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Ruthenium Prices Double as AI Storage Demand Meets Limited Supply
Ruthenium has more than doubled in price over the past year, bringing a little-known ingredient in data storage…
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Artificial Intelligence, Critical Minerals, and the Financial Abandonment of American Manufacturing
Why can American financial markets mobilize hundreds of billions of dollars annually for artificial intelligence, a technology whose…
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The Government Can Set the Price of Rare Earths. It Cannot Set Their Value.
In a Financial Times commentary published on October 8, 2026, economist Mohamed El-Erian examines the United States Treasury’s…
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Ucore Advances Louisiana Rare Earth Separation with Expanded Defense Funding
“We can now see that commercial window ahead of us,” said Pat Ryan, P.Eng., Chairman and CEO of…
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DMG Moves Toward a Long Term AI Business at Christina Lake
DMG Blockchain Solutions Inc. (TSXV: DMGI | OTCQB: DMGGF) is pursuing a proposed 50-megawatt AI colocation tenancy at…
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Why I Coined the Term Technology Metals
I had been working with rare metals for 45 years when, in 2007, I coined the term technology…
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American Rare Earths Is Betting That Scale Is the Easy Part
At Halleck Creek, Mark Wall’s priority is turning a vast Wyoming rare earth resource into a commercially viable…
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Australian Rare Earths Advances the AR3 ANSTO Pilot and Neo Performance Offtake Plans
Australian Rare Earths Limited (ASX: AR3) is advancing its Koppamurra pilot programme at the Australian Nuclear Science and…
