2026
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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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The American Rare Earths Magnet Problem
There are many ways to describe America’s dependence on foreign sources for rare earth permanent magnets. We can…
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How Many Rare Earth Permanent Magnets Does the U.S. Military Actually Need?
How much tonnage of specialized neodymium-iron-boron permanent magnets does the U.S. military require each year, and how much…
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Critical Minerals Report: The Dog That Didn’t Bark as Trump-Xi Punt Leaves Critical Minerals in Limbo
The most consequential outcome of the latest Trump–Xi meeting was a non-event. With China’s moratorium on critical minerals…
