Thanks for the response. Our point here was that, IOHO, ASM shareholders did not get value for money with EF’s…
November 02, 2026
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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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,…
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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…
