Market Opinion
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Critical Minerals Institute (CMI) Announces August Masterclass “Playing the American Trump Card”
How America’s Critical Minerals Spending Spree Is Reshaping Global Markets Toronto, Ontario — July 30, 2026 — The…
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America’s Rare Earth National Champion—or Its Most Likely Survivor?
Please note that Jack Lifton is not a licensed investment advisor. The views expressed in this column are…
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Can Vietnam Build a Rare Earth Supply Chain Independent of China?
A great many rare earth companies do business in, or are trying to do business in, Vietnam. The…
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Does Subsidizing the Production of Rare Earths Stifle Innovation?
In his book, The Economic Government of the World: 1933–2023, Martin Daunton states: “In 1982, Anne Krueger became…
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Iwatani, the Japanese Company You’ve Never Heard Of, Is Emerging as a Heavy Rare Earth Powerhouse
Most observers focus on the Japan Organization for Metals and Energy Security (JOGMEC) because it is the government’s…
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America’s Rare Earth Industry Cannot Be Rebuilt on a Production Schedule
“A company can announce when a plant will open, but only years of operating experience will determine when…
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Dr. Mark Andrich on CriticalMineralsPlatform.com Pricing and Forecast Model for the Critical Minerals Industry
Strategic importance is a political designation; price is a market fact. Much of today’s critical minerals policy proceeds…
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Heavy Rare Earths Are a Different Business
“Heavy rare earths are not simply ‘the last few elements.’ They are a specialty chemical business. And the…
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Can India and Myanmar Build a Rare Earth Supply Chain Independent of China?
It cannot be overemphasized that the greatest value in the rare earth supply chain does not lie in…
