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“A positional resource is a nationally controlled asset or capability whose possession enhances a country’s prestige, autonomy, wealth…
“The quantity of rare earth contained in a motor may be small. The value of the industrial output…
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…
Australia is approaching a defining moment in its modern industrial history. For more than a century, Australia has…
As I read the headlines in the popular press—and, increasingly, in the trade press—about artificial intelligence, Pax Silica,…
In the event of a Chinese economic recession, how will the United States’ critical minerals economy be directly…
The global rare earth market is now bifurcating—and perhaps trifurcating—as I have long predicted it would. Deglobalization is…
Introducing Lifton’s Third Law of Rare Earth Economics For decades, investors have been conditioned to believe that success…