Jack, another great article that is spot on. We have spoken about the realistic approach to success in rare earths…
August 02, 2026
The Factory Is Not the Product — Lifton’s Second Law of Productive Investment
“Installed capacity is not productive capacity. A plant becomes a productive asset only when it can repeatedly produce…
InvestorNews – Daily News Updates
For Investors. By Investors.
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The Factory Is Not the Product — Lifton’s Second Law of Productive Investment
“Installed capacity is not productive capacity. A plant becomes a productive asset only when it can repeatedly produce…
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Recycling Cannot Precede Production
Whenever a chemical element suddenly becomes “critical,” it is only a matter of time before someone announces a…
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The Hollywood Version of Critical Minerals
“Value is not created where politicians make announcements. Value is added where difficult work is performed repeatedly, economically,…
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Las Vegas on the Potomac — Why Washington Must Place Its Wagers on Capabilities, Not Companies
For more than sixty years, I have watched governments around the world attempt to influence the development of…
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Japan’s Rare Earth Strategy Is a Portfolio, Not a Project
“The genius of Japan’s policy is that it does not require one project to solve everything. It is…
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Critical Minerals Institute (CMI) Announces August Masterclass “Playing the American Trump Card”
How America’s Critical Minerals Spending Spree Is Reshaping Global Markets Toronto, Ontario — July 30, 2026 — The…
InvestorNews Interviews
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America’s Rare Earth National Champion—or Its Most Likely Survivor?
Please note that Jack Lifton is not a licensed investment advisor. The views expressed in this column are…
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Jack-in-the-Stox: What is the Best-Managed American Copper Producer?
In this ongoing “Jack-in-the-Stox” Q&A series, Jack Lifton examines the companies, technologies, and geopolitical realities shaping the global critical minerals economy. Each…
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Can Vietnam Build a Rare Earth Supply Chain Independent of China?
A great many rare earth companies do business in, or are trying to do business in, Vietnam. The…
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Does Subsidizing the Production of Rare Earths Stifle Innovation?
In his book, The Economic Government of the World: 1933–2023, Martin Daunton states: “In 1982, Anne Krueger became…
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American Tungsten Advances Idaho’s IMA Mine as Washington Prioritizes Domestic Tungsten
President Donald Trump’s July 20th executive order arrived at a consequential moment for American Tungsten Corp. (TSXV: TUNG…
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Iwatani, the Japanese Company You’ve Never Heard Of, Is Emerging as a Heavy Rare Earth Powerhouse
Most observers focus on the Japan Organization for Metals and Energy Security (JOGMEC) because it is the government’s…
