Jack, I had been following your comments about rare earths for many years but lost contact. You paint a difficult…
October 14, 2026
The Critical Mineral Companies Western Supply Chains Can’t Afford to Lose, and Who Will Pay to Keep Them Alive
Over the last several years, governments worldwide have identified the minerals they consider critical to national security, industrial…
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The Critical Mineral Companies Western Supply Chains Can’t Afford to Lose, and Who Will Pay to Keep Them Alive
Over the last several years, governments worldwide have identified the minerals they consider critical to national security, industrial…
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Scandium Canada Builds Alloy Demand as Crater Lake Drilling Extends Mineralization
Scandium Canada Ltd. (TSXV: SCD) is connecting the development of its Crater Lake scandium project in Nunavik, Québec,…
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Element One Advances Twin Sisters Magnesium and Targets Hydrogen Field Tests
Element One Hydrogen & Critical Minerals Corp. (CSE: EONE) is evaluating a potential U.S. magnesium supply opportunity at…
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America’s Critical Minerals Security Starts with the Customer
Jack Lifton and Constantine Karayannopoulos Respond to the Aerospace Industries Association’s Report on Critical Minerals Supply Chains A…
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The Public Return on American Critical Minerals Investment
The proper test of American government investment in critical minerals is straightforward: What industrial capability did the public’s…
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Mined Among Friends: Why the Next Resource War Will Be Won Close to Home
“The smart move is to co-invest with friends and trusted allies to construct defensible supply chains today to…
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Scandium: Can New Supply Keep Pace With Defense and AI?
Lockheed Martin’s proposed purchases from NioCorp could reach 15 tonnes of scandium oxide annually, but the agreement is…
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Jack-in-the-Stox: Heavy Rare Earths, the French Connection
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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Quantum eMotion’s Plurilock Acquisition Accelerates Its Push into Quantum Cybersecurity
Quantum eMotion Corp. (NYSE American: QNC | TSXV: QNC) is preparing for a significant expansion of its cybersecurity…
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Silver Bullet Mines Rediscovers Lost Steamboat Mine as Gold Queen Exploration Uncovers New Opportunities
When Silver Bullet Mines Corp. (TSXV: SBMI | OTCQB: SBMCF) began extending its access road from the Columbia Mine…
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PDAC 2027 and the Global Race to Turn Critical Minerals Ambitions into Reality
As I prepare for PDAC 2027, taking place March 7–10 in Toronto, I am booking my hotel room…
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The American Rare Earths Magnet Problem
Many ways describe America’s dependence on foreign sources for rare earth permanent magnets. We can talk about mines,…
