Critical Minerals & Rare Earths
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The Great Reversal: How the West Globalized the Automobile Industry, Financialized It, and Watched Asia Take the Lead
A personal view of fifty years of automotive globalization, from Detroit and Europe to Japan, Korea and China…
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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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Here Comes the Apocalypse: What Happens to America’s Critical Minerals Industry When Washington Stops Financing Its Promises?
“When the government money stops, the factories that can manufacture qualified products for paying customers will remain the…
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Critical Minerals Have a Water Problem
It rained this week. Twice. This didn’t used to be headline news but practically is these days. I’m…
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“Ooh, Styrene!” How Critical Minerals Promoters Turn Hype into Capital
“The critical minerals sector needs investment, but it needs productive investment, not merely the continuous financing of attractive…
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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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China’s Rare Earth Appetite Could Leave the Rest of Us Hungry
“I suggest that the United States plan its industrial future on the assumption that Chinese rare earth exports…
