Market Opinion
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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…
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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…
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Jack-in-the-Stox: U.S. Antimony and the Return of Industrial Reality
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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The Calculus of the Risk
The phrase “the calculus of the risk” entered American legal thinking through the work of Judge Learned Hand.…
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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…
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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.…
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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…
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The Critical Minerals Economy Was Never About the Dollar
The debate over the future of the U.S. dollar has become one of the more persistent themes in…
