2026
-
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 this ongoing “Jack-in-the-Stox” Q&A series, Jack Lifton examines the companies, technologies, and geopolitical realities shaping the global critical minerals…
-
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…
-
Private Capital, Not Government Funding, Is the Key to Securing Rare Earth Magnet Supply Chains
When the U.S. talks about securing supplies of critical materials for national defense, it’s natural to reach for…
