Market Opinion
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Critical Minerals Institute Marks Five Years with a Warning That Government Funding Alone Is Not a Strategy
Today, August 20, 2026, the Critical Minerals Institute (CMI) marks its fifth anniversary. Five years after CMI was…
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The China Price Is No Longer the World Price for Rare Earths
The global rare earth market is now bifurcating—and perhaps trifurcating—as I have long predicted it would. Deglobalization is…
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Critical Minerals Report (08.16.2026): The Critical Minerals Bull Market Is Here as China Puts Its Arsenal Back in Play
“November 10 is not simply an export control deadline. It is the day the West discovers whether it…
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Why the Next Rare Earth Winner May Be (Is) a Process, Not a Deposit
Introducing Lifton’s Third Law of Rare Earth Economics For decades, investors have been conditioned to believe that success…
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Critical Minerals Institute to Lead Supply Chain and Rare Earths Discussions in Atlanta
CMI Executive Director Tracy Hughes, Co-Chair Melissa Sanderson and Director Constantine Karayannopoulos will join industry leaders at Critical…
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Trump’s Tariffs Have Redistributed American Manufacturing Advantage, Not Rebuilt It
What effect has the recent imposition, withdrawal, and modification of tariffs on manufactured goods and raw materials by…
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America Was a Mining Superpower. That Isn’t What We Need to Restore.
President Donald Trump told a Roundtable on American Mining last week that, “For decades, politicians let other countries…
