Market Opinion
-
The Dangerous Misperception about the Critical Minerals Supplies for EVs
The most dangerous misperception about the critical minerals for Electric Vehicles (“EVs”) and for a transition away from…
-
Net Zero Carbon – “Your Country Needs You!” aka “The Constancy of Purpose”
That’s right. Your country needs you! Because it is every one of you (us) that needs to contribute…
-
National Security Trumps Globalization & Free Trade in the Critical Minerals Race
Do national security trump globalization and free trade? Apparently so. The CMI Table of Comparative Critical Minerals’ Lists…
-
Former Secretary of State Mike Pompeo Joins USA Rare Earth to Bolster Rare Earths Supply Chain Goals
In a dramatic affirmation/recognition of the interest of the US Federal Government in the creation of a domestic American…
-
Decision Time: The Cheshire Cat Method or STEM for a Net Zero Carbon Future?
This is now Article 5 of the Net Zero Carbon series. In Articles 1 through 4 (“Net Zero…
-
Rare Earths, “The War Metals?”
Sometime after 2007, I was invited to participate in a meeting called by the Office of Net Threat…
-
Economy of Scale – A Misused Metric in Mining
I was surprised earlier this week to see an article in the Wall Street Journal in which the…
