Market Opinion
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Lynas Takes the Rare Earth Race to Brazil with Meteoric Bid
The race to loosen China’s grip on rare earth supply has produced a proposed A$968 million deal with…
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Jack-in-the-Stox: Who in America Is Actually Hurt by China’s Rare Earth Export Restrictions?
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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Xi Leaves Washington, China’s Critical Minerals Leverage Remains.
President Xi Jinping’s visit to Washington has concluded. For American manufacturers dependent on Chinese critical minerals, the most…
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Chilean Cobalt Pursues Rare Earths Alongside Copper and Cobalt
Chilean Cobalt Corp. (OTCQB: COBA) is building a story that extends well beyond the metal in its name.…
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Jack-in-the-Stox: Greenland’s Rare Earth Opportunity Depends on More Than a Breakthrough
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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Argentina’s Mining Boom Needs More Than a Messi
Argentina has the geology, interested capital and an investment regime designed to move major projects forward. What remains…
