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The Top 10 most popular articles from the past 30-days
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#1
Critical Minerals Report (05.24.2026): National Security Moves Downstream
The critical minerals sector spent the past week confronting a reality that many policymakers continue to resist publicly:…
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#2
MP Materials and USA Rare Earth Clash in Texas Trade Secrets Lawsuit as Race for U.S. Rare Earth Magnet Supply Chain Intensifies
A legal dispute between MP Materials Corp. (NYSE: MP) (market capitalization approximately US$10 billion) and USA Rare Earth,…
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#3
Critical Minerals Report (06.07.2026): The Next Phase of the Critical Minerals Economy
Two weeks rarely change the trajectory of an industry. Yet the past fortnight may ultimately be remembered as…
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#4
The Geology of Trust: Emerita, David Patterson and Spain’s Mining Gamble
I first started looking more closely at Emerita Resources Corp. (TSXV: EMO | OTCQX: EMOTF | FSE: LLJA)…
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#5
Critical Minerals Institute (CMI) Summit 5: Critical Minerals and the New Industrial Order
The ballroom at Toronto’s historic National Club felt less like a conventional mining conference and more like a…
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#6
The Chemistry of Reality and the Rise of Rare Earth Wish Factories
“The chemistry and metallurgy dictate the flowsheet — not investor enthusiasm.” — Jack Lifton, Co-Founder & Co-Chair, Critical…
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#7
China’s Rare Earth Playbook: Status‑Quo Stability, Crisis‑Driven Leverage, and the Global Race to Respond
For more than a decade, analysts have warned that the world’s dependence on China for rare earths represents…
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#8
The Rare Earth Permanent Magnet Industry Will Be Built by Evolution, Not Revolution
Investors looking at the rare earth permanent magnet (REPM) sector need to understand a simple reality: the next…
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#9
Jack-in-the-Stox: Why Energy Fuels’ ASM Acquisition Matters Beyond Rare Earths
In this ongoing “Jack-in-the-Stox” Q&A series, Jack Lifton examines the companies, technologies, and geopolitical realities shaping the global…
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#10
China’s Mine‑to‑Magnet Architecture and Global Strategic Leverage
Over the last 40 years (!) China has built five overlapping, vertically integrated rare earth magnet ecosystems, each…
