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Critical Minerals Report (07.22.2026): China Determines the Critical Minerals World Order as Trump Raises the Stakes
China does not need to stop a Western factory to control it. It needs only to decide whether…
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America Cannot Order a Supply Chain into Existence
President Donald Trump’s July 20th executive order, Securing America’s Defense Supply Chains and Ensuring Domestic Acquisition of Critical…
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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…