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Recycling Cannot Precede Production
Whenever a chemical element suddenly becomes “critical,” it is only a matter of time before someone announces a…
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The Hollywood Version of Critical Minerals
“Value is not created where politicians make announcements. Value is added where difficult work is performed repeatedly, economically,…
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Las Vegas on the Potomac — Why Washington Must Place Its Wagers on Capabilities, Not Companies
For more than sixty years, I have watched governments around the world attempt to influence the development of…
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Critical Minerals Institute (CMI) Announces August Masterclass “Playing the American Trump Card”
How America’s Critical Minerals Spending Spree Is Reshaping Global Markets Toronto, Ontario — July 30, 2026 — The…
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America’s Rare Earth National Champion—or Its Most Likely Survivor?
Please note that Jack Lifton is not a licensed investment advisor. The views expressed in this column are…
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Can Vietnam Build a Rare Earth Supply Chain Independent of China?
A great many rare earth companies do business in, or are trying to do business in, Vietnam. The…
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Does Subsidizing the Production of Rare Earths Stifle Innovation?
In his book, The Economic Government of the World: 1933–2023, Martin Daunton states: “In 1982, Anne Krueger became…
