Articles by
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Eight Critical Minerals and the Fight for America’s Industrial Future
The world is preparing to produce more critical minerals. Whether that makes the United States more secure depends…
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Critical Minerals Report: Two Elections and Two Deadlines Changed the Arithmetic for Western Supply
Critical Minerals Report, Edition Covering October 25 – November 8, 2026 Two days from now, the legal instrument…
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Midterms and Iran Are Rattling Markets: Time to Review the Top 10 Mental Health and Wellness Stocks
After 25 years in the capital markets, I have learned two lessons worth remembering: know what you do…
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Atlanta Brings the Critical Minerals Supply Chain Into Focus
Atlanta’s metropolitan area is home to nearly 6.5 million people, and Georgia gives the critical minerals debate a…
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Critical Minerals Report (10.25.2026): Billions of Dollars Fuel the Race to Control Technology Metals
General Motors Company (NYSE: GM) issued a termination notice on July 1 for its long-term magnet supply agreement…
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Follow the $10 Billion, Not the $1.5 Trillion: JPMorgan’s Security Bet, One Year In
One year ago this week, JPMorgan Chase & Co. (NYSE: JPM) unveiled its $1.5 trillion Security and Resiliency…
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Critical Minerals Report (10.04.2026): A Summit Without a Rare Earth Deal Leaves the West Buying Its Way to Supply
When Xi Jinping left Washington on September 25th after a three-day state visit, the most telling sentence in…
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Lynas Takes the Rare Earth Race to Brazil with Meteoric Bid
The race to loosen China’s grip on rare earth supply has produced a proposed A$968 million deal with…
