Market Opinion
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Venezuela’s Resource Paradox: Critical Minerals, Oil, and the Price of Mismanagement
In the global race for the resources that underpin modern economies — from batteries and grid infrastructure to…
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Canada’s Mining Wonderland: A Strategic Powerhouse in the Critical Minerals Era
In the global rush for the resources that will power the 21st-century economy — from electric vehicles and…
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Chaos and Capital: Jack Lifton on the Fractured Future of the Critical Minerals Economy
China’s manipulation of the rare earths market isn’t a policy glitch — it’s a geopolitical weapon. In a…
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Critical Minerals Report (12.19.2025): China’s Rare Earth Exports Jump 26.5%. Lithium Rallies, and Washington Backs Washington Backs Korea Zinc’s $7.4Bn U.S. Refinery
Over the last week the critical minerals narrative was set by a sequence of government actions, corporate financing…
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The Critical Minerals Report (12.14.2025): The New Critical Minerals Economy
This past week made something plain that the industry has been circling for years: we are no longer…
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The Congo Is Not a Quick Win
In Washington, “peace” is being marketed like a term sheet. In eastern Democratic Republic of Congo, it is…
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The Dark Side of Solar Glass: Antimony, Geopolitics and the Energy Transition
If you stand in front of a utility-scale solar farm at dusk, the panels look serene: a regimented…
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Lixte’s Big Bet: Making Other Cancer Drugs Work Harder
Lixte Biotechnology Holdings, Inc. (Nasdaq: LIXT) is a Nasdaq-listed biotech with an unusually focused story: one main drug,…
