Market Opinion
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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…
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Recycling Cannot Precede Production
Whenever a chemical element suddenly becomes “critical,” it is only a matter of time before someone announces a…
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The Hollywood Version of Critical Minerals
“Value is not created where politicians make announcements. Value is added where difficult work is performed repeatedly, economically,…
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Las Vegas on the Potomac — Why Washington Must Place Its Wagers on Capabilities, Not Companies
For more than sixty years, I have watched governments around the world attempt to influence the development of…
