Market Opinion
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Critical Minerals Report (10.25.2026): Billions of Dollars Fuel the Race to Control Technology Metals
General Motors Company (NYSE: GM) issued a termination notice on July 1 for its long-term magnet supply agreement…
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Jack-in-the-Stox: Rubidium, A Critical Metal in Search of a Market.
In his ongoing Jack-in-the-Stox series, Jack Lifton comments on public companies, technologies, capital markets, supply chains and geopolitics. He is not a…
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The Government Can Set the Price of Rare Earths. It Cannot Set Their Value.
In a Financial Times commentary published on October 8, 2026, economist Mohamed El-Erian examines the United States Treasury’s…
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DMG Moves Toward a Long Term AI Business at Christina Lake
DMG Blockchain Solutions Inc. (TSXV: DMGI | OTCQB: DMGGF) is pursuing a proposed 50-megawatt AI colocation tenancy at…
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Australian Rare Earths Advances the AR3 ANSTO Pilot and Neo Performance Offtake Plans
Australian Rare Earths Limited (ASX: AR3) is advancing its Koppamurra pilot programme at the Australian Nuclear Science and…
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The Made in America Critical Minerals Crisis
“The ultimate question is not whether America has enough capital to rebuild its industrial economy. It is whether…
