Critical Minerals & Rare Earths
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Mandates Out, Emissions In: Carney Rewrites Canada’s EV Playbook
The fastest way to understand Canada’s new auto strategy is to notice what it drops: the 100% EV…
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Trump’s Critical Minerals “Project Vault”: Jack Lifton Calls It “Theater”
The politics of stockpiles are easy; the physics of stockpiles are not. The moment you move from a…
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Jack Lifton with Guy Bourassa on North America’s Largest Primary Source of Scandium
In an era when supply chains have become geopolitical weapons, the most strategic materials are often the ones…
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CMI Masterclass: The Global Economic War for Rare Earths
The rare earth industry has stopped being a supply chain and started behaving like a lever of power.…
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Homerun’s 582-Hectare Bet: Turning a Brazilian Silica District Into a Solar-Glass Stronghold
Control of 582 hectares of Brazilian farmland has become the hinge on which Homerun Resources Inc. (TSXV: HMR |…
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The Critical Minerals Blind Spot Between Washington and Canada
Power is shifting beneath North America’s feet, and the tremors are being misread in Washington. What looks, on…
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The U.S. at a Strategic Crossroads with China — and the Industrial Policy Lifeline (and Relationships) That Could Save Us.
The debate over American economic hegemony is not an abstraction. It is grounded in a concrete truth: industrial…
