Market Opinion
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The Perception of China’s Policies and Actions, and the Reality of Western Indifference
“China did not spend thirty years simply buying mines; it spent thirty years securing processing, metallurgy and the…
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Jack-in-the-Stox: U.S. Antimony and the Return of Industrial Reality
In this ongoing “Jack-in-the-Stox” Q&A series, Jack Lifton examines the companies, technologies, and geopolitical realities shaping the global critical minerals…
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The Calculus of the Risk
The phrase “the calculus of the risk” entered American legal thinking through the work of Judge Learned Hand.…
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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…
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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.…
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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…
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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…
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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…
