Market Opinion
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America’s Critical Mineral Supply Chain Strategy Rests on a Dangerous Assumption
“America’s effort to rebuild its critical mineral supply chains rests on a dangerous assumption that money will create…
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America Traded Away Its Industrial Power
“The postwar system enabled the United States to exchange industrial self-sufficiency for financial and geopolitical leadership. Now that…
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“Successful” — The Most Overworked Word in Junior Mining
When I read that an officer of a junior mining company is a chartered accountant who has been…
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Critical Minerals Report (09.06.2026): Xi and Trump Meet in Washington with the Global Minerals Order at Stake
The countdown to November 10 is now part of the critical minerals investment equation, but the most consequential…
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China’s November Critical Minerals Decision: A Reprieve for Both Economies, or a Catalyst for Separation?
“The countdown to November is not simply about whether China keeps shipping critical minerals; it is about whether…
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America Must Build Its Critical Minerals Strategy Backward
“America will not secure its critical minerals supply chains simply by counting mineral deposits or announcing new plants.…
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Critical Minerals Institute Appoints Dr Mark Andrich and Dr Ria Kristiana to Its Board of Directors
Perth-based leaders of the Critical Minerals Platform strengthen CMI’s research, pricing and global supply chain expertise TORONTO, ON…
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Should Ford Be in Your Portfolio of Clever Critical Mineral Users?
“Ford’s move is not a battery breakthrough; it is the strategic redeployment of manufacturing capacity built for an…
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Jack-in-the-Stox: In Uranium, Follow the Yellowcake
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…
