Market Opinion
-
Malaysia and Indonesia: Test Cases for China’s Global Rare Earth Control
“China’s objective is no longer merely to dominate rare earth production at home. It is to control the…
-
China’s Rare Earth Endgame: What Happens After November 10?
The International Energy Agency estimates that full implementation of China’s rare earth export controls could place $6.5 trillion…
-
The Perception of China’s Policies and Actions, and the Reality of Western Indifference
“China did not spend thirty years simply buying mines; it spent thirty years securing processing, metallurgy and the…
-
Jack-in-the-Stox: U.S. Antimony and the Return of Industrial Reality
In this ongoing “Jack-in-the-Stox” Q&A series, Jack Lifton examines the companies, technologies, and geopolitical realities shaping the global critical minerals…
-
The Calculus of the Risk
The phrase “the calculus of the risk” entered American legal thinking through the work of Judge Learned Hand.…
-
Buying New Public Rare Earth Magnet Stocks? Here’s What Actually Matters (Beyond the Hype)
Jack Lifton is not a licensed investment advisor. The views expressed in this column are his own and…
-
Why China’s Rare Earth Magnet Advantage Is Difficult to Replicate
Investors keep hearing the same storyline: China dominates rare earth permanent magnets; therefore, the world should diversify supply.…
-
CMR Podcast: Why Industrial Expertise Is Becoming the West’s Greatest Critical Minerals Asset
“The conversation is shifting from owning deposits to owning capabilities.” That observation from Critical Minerals Institute (CMI) Co-Chair…
