July 2026
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Let’s Pretend: Subject Matter Illiteracy and the Rare Earth Industry
“The greatest enemy of knowledge is not ignorance, it is the illusion of knowledge.” — Stephen Hawking There…
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How Sojitz Became Japan’s Rare Earth Power Broker
In the global rare earth industry, most observers focus on miners, processors, and magnet makers. But in Japan,…
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Why OEMs, Not Governments, Will Decide America’s Critical Minerals Future
“Governments can subsidize mines. OEMs decide where they source materials, which technologies they adopt, who earns long-term contracts,…
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Jack-in-the-Stox: In Rare Earths, Bigger Isn’t Always Better
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…
