Market Opinion
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Chaos and Capital: Jack Lifton on the Fractured Future of the Critical Minerals Economy
China’s manipulation of the rare earths market isn’t a policy glitch — it’s a geopolitical weapon. In a…
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Critical Minerals Report (12.19.2025): China’s Rare Earth Exports Jump 26.5%. Lithium Rallies, and Washington Backs Washington Backs Korea Zinc’s $7.4Bn U.S. Refinery
Over the last week the critical minerals narrative was set by a sequence of government actions, corporate financing…
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The Critical Minerals Report (12.14.2025): The New Critical Minerals Economy
This past week made something plain that the industry has been circling for years: we are no longer…
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The Congo Is Not a Quick Win
In Washington, “peace” is being marketed like a term sheet. In eastern Democratic Republic of Congo, it is…
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The Dark Side of Solar Glass: Antimony, Geopolitics and the Energy Transition
If you stand in front of a utility-scale solar farm at dusk, the panels look serene: a regimented…
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Lixte’s Big Bet: Making Other Cancer Drugs Work Harder
Lixte Biotechnology Holdings, Inc. (Nasdaq: LIXT) is a Nasdaq-listed biotech with an unusually focused story: one main drug,…
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The Critical Minerals Report (12.07.2025): How Washington, Brussels, London, and Beijing Are Rewiring the Critical Minerals Supply Chains
From Saturday, November 22nd through this weekend, the critical minerals story has been less about prices and more…
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Critical Minerals as the Wiring Diagram of Geopolitical Power
Critical minerals are no longer a niche subset of the periodic table; they are the wiring diagram of…
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Critical Minerals Report (11.23.2025): A US$100 Billion Commitment Here, Another US$1.1 Billion There – How Government Capital Is Rewiring Critical Minerals Finance
Apologies for the delay in this edition of the Critical Minerals Report (CMR); the past two weeks, from…
