Market Opinion
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The Critical Minerals Platform (CMP) Report: The Chokepoints Nobody Sees Until They Matter
In the critical minerals business, supply disruptions do not always begin at a mine. Sometimes they begin in…
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The Chemistry of Reality and the Rise of Rare Earth Wish Factories
“The chemistry and metallurgy dictate the flowsheet — not investor enthusiasm.” — Jack Lifton, Co-Founder & Co-Chair, Critical…
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Critical Minerals Report (05.24.2026): National Security Moves Downstream
The critical minerals sector spent the past week confronting a reality that many policymakers continue to resist publicly:…
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Critical Minerals Institute (CMI) Summit 5: Critical Minerals and the New Industrial Order
The ballroom at Toronto’s historic National Club felt less like a conventional mining conference and more like a…
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How Critical Minerals Are Reshaping America’s Industrial Future
As a long-time observer and participant in the research and development of the global rare earth products utilization…
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The Quiet Breakout: Carney and Canada Move Beyond U.S. Dependence
There is a quiet but profound shift underway in North America—one that markets have not yet fully priced,…
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The End of Globalization Was an American Decision, Not a Chinese Victory
The end of globalization is now widely discussed as if it were an inevitable consequence of China’s rise.…
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The Perth Critical Minerals Report (04.30.2026): Dysprosium’s Price Drop Is a Mirage — Control of Supply Is Tightening
NdPr Oxide dropped 7.4% to $95.29/kg this week, reversing its recent rally following the $102.88/kg peak in mid-April.…
