Market Opinion
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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…
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Critical Minerals Report (07.05.2026): The Hunt for Industrial Expertise Is On.
The past fourteen days materially advanced the shift of critical minerals from a supply-chain issue into a policy-and-security…
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Let’s Pretend: Subject Matter Illiteracy and the Rare Earth Industry
“The greatest enemy of knowledge is not ignorance, it is the illusion of knowledge.” — Stephen Hawking There…
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How Sojitz Became Japan’s Rare Earth Power Broker
In the global rare earth industry, most observers focus on miners, processors, and magnet makers. But in Japan,…
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Why OEMs, Not Governments, Will Decide America’s Critical Minerals Future
“Governments can subsidize mines. OEMs decide where they source materials, which technologies they adopt, who earns long-term contracts,…
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Rebuilding the Rare Earth Industrial Base, the Role of Government
“The challenge has never been finding rare earths. The challenge has always been knowing what to do with…
