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In the global rare earth industry, most observers focus on miners, processors, and magnet makers. But in Japan,…
“Governments can subsidize mines. OEMs decide where they source materials, which technologies they adopt, who earns long-term contracts,…
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…
“The challenge has never been finding rare earths. The challenge has always been knowing what to do with…
When the U.S. talks about securing supplies of critical materials for national defense, it’s natural to reach for…
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…
For more than three decades, the global rare earth permanent magnet industry has been defined by a single…
The U.S. automotive industry’s electrification ramp is increasingly tied to a critical enabling technology: rare earth permanent magnet (REPM)…
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…
Our civilization is built on structural steel. This is the most necessary metal in history. It is not…