Critical Minerals & Rare Earths
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Australian Rare Earths Targets a New Generation of Ionic Clay Rare Earths Production in Australia
Australia has long been recognised for its world-class hard rock rare earth deposits, but Australian Rare Earths Limited…
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Critical Minerals Report (07.05.2026): The Hunt for Industrial Expertise Is On.
The past fourteen days materially advanced the shift of critical minerals from a supply-chain issue into a policy-and-security…
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Let’s Pretend: Subject Matter Illiteracy and the Rare Earth Industry
“The greatest enemy of knowledge is not ignorance, it is the illusion of knowledge.” — Stephen Hawking There…
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Jack-in-the-Stox: In Rare Earths, Bigger Isn’t Always Better
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…
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The Next Critical Mineral: How Homerun Resources Is Building the Infrastructure for AI, Solar and Advanced Manufacturing
The conversation surrounding critical minerals has traditionally focused on lithium, rare earth elements, graphite, and copper. Yet one…
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Private Capital, Not Government Funding, Is the Key to Securing Rare Earth Magnet Supply Chains
When the U.S. talks about securing supplies of critical materials for national defense, it’s natural to reach for…
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Jack-in-the-Stox: Iluka Resources (ASX: ILU) — A Lesson in Rare Earth Execution
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…
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Energy Fuels and the Emergence of a Credible Magnet Competitor
For more than three decades, the global rare earth permanent magnet industry has been defined by a single…
