Critical Minerals & Rare Earths
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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 this ongoing “Jack-in-the-Stox” Q&A series, Jack Lifton examines the companies, technologies, and geopolitical realities shaping the global critical minerals…
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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 this ongoing “Jack-in-the-Stox” Q&A series, Jack Lifton examines the companies, technologies, and geopolitical realities shaping the global critical minerals…
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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…
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CMR Podcast: Critical Minerals, China, and the Limits of G7 Cooperation
The Critical Minerals Report (CMR) Podcast is a new, twice-monthly series produced by the Critical Minerals Institute (CMI),…
