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Capacity Is Not Capability
The current American effort to rebuild domestic manufacturing rests on a dangerous misconception. Washington has become obsessed with…
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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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Is There a Helium Shortage?
“Helium is not geologically scarce; competence is. As usual, we have confused owning a resource with knowing how…
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Biotech Division of Greenland Mines Announces Australian Patent Grant for Klotho Gene Therapy Technology for Treatment of Neuromuscular Diseases
July 10, 2026 (Source) — Greenland Mines Ltd (Nasdaq: GRML) (“Greenland Mines” or the “Company”) today announced that…
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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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Ucore Produces 99.9% Dysprosium Oxide Sample Material for Japanese, South Korean, and US Customer Qualifications
July 07, 2026 (Source) — Ucore announces: The qualification work is intended to support the development of structured…