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“Supply-chain security is not achieved by possessing deposits or announcing subsidies. It is achieved by controlling the path…
“America’s effort to rebuild its critical mineral supply chains rests on a dangerous assumption that money will create…
“The postwar system enabled the United States to exchange industrial self-sufficiency for financial and geopolitical leadership. Now that…
When I read that an officer of a junior mining company is a chartered accountant who has been…
“The countdown to November is not simply about whether China keeps shipping critical minerals; it is about whether…
“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…