Market Opinion
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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…
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Should the U.S. Department of Energy Become a Critical Minerals Toll Processor?
Australia may already be showing the United States what to do. For many years, the Australian Nuclear Science…
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November 10: The Day America Learns Whether It Has Solved Anything
If China extends its temporary suspension of critical minerals export restrictions, the real question will not be what…
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Lifton’s First Law of Energy Economics
The Cost That Matters Most There is a tendency among economists and politicians to measure almost everything except…
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Project Vault and the Price of Security — Lifton’s Plan for America’s Critical Minerals Reserve
I asked myself: What effect would reserve diversification by the U.S. Treasury and other governments have on the…
