Market Opinion
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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…
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Mined Among Friends: Why the Next Resource War Will Be Won Close to Home
“The smart move is to co-invest with friends and trusted allies to construct defensible supply chains today to…
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Scandium: Can New Supply Keep Pace With Defense and AI?
Lockheed Martin’s proposed purchases from NioCorp could reach 15 tonnes of scandium oxide annually, but the agreement is…
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Jack-in-the-Stox: Heavy Rare Earths, the French Connection
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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Quantum eMotion’s Plurilock Acquisition Accelerates Its Push into Quantum Cybersecurity
Quantum eMotion Corp. (NYSE American: QNC | TSXV: QNC) is preparing for a significant expansion of its cybersecurity…
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The American Rare Earths Magnet Problem
Many ways describe America’s dependence on foreign sources for rare earth permanent magnets. We can talk about mines,…
