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“America will not secure its critical minerals supply chains simply by counting mineral deposits or announcing new plants.…
“Ford’s move is not a battery breakthrough; it is the strategic redeployment of manufacturing capacity built for an…
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…
“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…