Market Opinion
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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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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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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…
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Critical Minerals Report (01.26.2026): U.S. Commits $1.6B to USA Rare Earth; Mitsubishi Invests $600M in Arizona Copper; Energy Fuels Acquires ASM for $299M
As the global minerals race intensifies, the landscape is no longer merely defined by supply and demand curves—it…
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Greenland Is Not the Critical Minerals Answer. Canada Is.
Greenland has increasingly been framed in public debate as a potential cornerstone of future critical minerals supply. Yet…
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Critical Minerals Report (01.18.2026): Trump, Greenland, and the New Critical Minerals Economy
The global scramble for critical minerals reached a new pitch this week, underscoring warnings that the West remains…
