Market Opinion
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Jack-in-the-Stox: Fluorspar, a Critical Mineral, Is Not Yet a Chemical Product
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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Australia’s Critical Minerals Crossroads
Australia is approaching a defining moment in its modern industrial history. For more than a century, Australia has…
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America Has Outrun Its Understanding of Technology
As I read the headlines in the popular press—and, increasingly, in the trade press—about artificial intelligence, Pax Silica,…
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How a Chinese Recession Could Undermine America’s Critical Minerals Strategy
In the event of a Chinese economic recession, how will the United States’ critical minerals economy be directly…
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Critical Minerals Institute Marks Five Years with a Warning That Government Funding Alone Is Not a Strategy
Today, August 20, 2026, the Critical Minerals Institute (CMI) marks its fifth anniversary. Five years after CMI was…
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The China Price Is No Longer the World Price for Rare Earths
The global rare earth market is now bifurcating—and perhaps trifurcating—as I have long predicted it would. Deglobalization is…
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Critical Minerals Report (08.16.2026): The Critical Minerals Bull Market Is Here as China Puts Its Arsenal Back in Play
“November 10 is not simply an export control deadline. It is the day the West discovers whether it…
