2026
-
Australian Rare Earths Targets a New Generation of Ionic Clay Rare Earths Production in Australia
Australia has long been recognised for its world-class hard rock rare earth deposits, but Australian Rare Earths Limited…
-
Critical Minerals Report (07.05.2026): The Hunt for Industrial Expertise Is On.
The past fourteen days materially advanced the shift of critical minerals from a supply-chain issue into a policy-and-security…
-
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…
-
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,…
-
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,…
-
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…
-
Rebuilding the Rare Earth Industrial Base, the Role of Government
“The challenge has never been finding rare earths. The challenge has always been knowing what to do with…
-
The Next Critical Mineral: How Homerun Resources Is Building the Infrastructure for AI, Solar and Advanced Manufacturing
The conversation surrounding critical minerals has traditionally focused on lithium, rare earth elements, graphite, and copper. Yet one…
