Market Opinion
-
Buying New Public Rare Earth Magnet Stocks? Here’s What Actually Matters (Beyond the Hype)
Jack Lifton is not a licensed investment advisor. The views expressed in this column are his own and…
-
Why China’s Rare Earth Magnet Advantage Is Difficult to Replicate
Investors keep hearing the same storyline: China dominates rare earth permanent magnets; therefore, the world should diversify supply.…
-
CMR Podcast: Why Industrial Expertise Is Becoming the West’s Greatest Critical Minerals Asset
“The conversation is shifting from owning deposits to owning capabilities.” That observation from Critical Minerals Institute (CMI) Co-Chair…
-
The Critical Minerals Economy Was Never About the Dollar
The debate over the future of the U.S. dollar has become one of the more persistent themes in…
-
The Mine to Magnet Rare Earths Mania
“A mine-to-magnet strategy is an industrial ambition, not a marketing slogan. The companies that will ultimately succeed are…
-
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…
-
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…
-
How Sojitz Became Japan’s Rare Earth Power Broker
In the global rare earth industry, most observers focus on miners, processors, and magnet makers. But in Japan,…
