Market Opinion
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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…
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Congo’s Mining Heartland Faces the Threat of Partition Again
The great heart of Africa is poised to plunge again into darkness and chaos. Last week, former President…
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Follow the $10 Billion, Not the $1.5 Trillion: JPMorgan’s Security Bet, One Year In
One year ago this week, JPMorgan Chase & Co. (NYSE: JPM) unveiled its $1.5 trillion Security and Resiliency…
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The Critical Mineral Companies Western Supply Chains Can’t Afford to Lose, and Who Will Pay to Keep Them Alive
Over the last several years, governments worldwide have identified the minerals they consider critical to national security, industrial…
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America’s Critical Minerals Security Starts with the Customer
Jack Lifton and Constantine Karayannopoulos Respond to the Aerospace Industries Association’s Report on Critical Minerals Supply Chains A…
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The Public Return on American Critical Minerals Investment
The proper test of American government investment in critical minerals is straightforward: What industrial capability did the public’s…
