China

Critical Minerals & Rare Earths, Market Opinion

China’s Rare Earth Industry’s Big Advantage is not Just in Mines

China’s Real Rare Earth Infrastructure is based on a dedicated, and educated, specifically Experienced, and Skilled rare earth…

Jack Lifton

January 14, 2022

7 Comments

Critical Minerals & Rare Earths, Market Opinion

Circling the theory of an EV revolution, Lifton takes on the ‘dumbest assumption of the greens’

The “law” of supply and demand is in reality an academic ideal “model” that only works in a…

Jack Lifton

January 11, 2022

5 Comments

Critical Minerals & Rare Earths, Market Opinion

Magical Thinking about China, Lithium and the Rare Earths in the ICE to EV Transformation

Rather than blocking China’s ambitions, America’s verbal theatrics about policies encourage China to continue hedging its bets, including…

Jack Lifton

December 21, 2021

7 Comments

Critical Minerals & Rare Earths

Which Metals will benefit from the EV Boom in 2022 and after?

2021 has been a triumphant year for electric vehicle (EV) metal miner stocks. This is because EV sales…

InvestorNews

December 20, 2021

1 Comment

Critical Minerals & Rare Earths, Market Opinion

China Is Consolidating its Industrial Economy – The Case of the “Medium and Heavy Rare Earths’ Industry”

Perhaps the most significant announcement in the commodity space last week, one that was almost completely overlooked by…

Jack Lifton

September 27, 2021

2 Comments

Market Opinion

Evergrande: What to Do as the Body Floats Down the River

“If you wait by the river long enough,” said the ancient Chinese scholar Sun Tzu, “the bodies of…

InvestorNews

September 23, 2021

1 Comment

Market Opinion

The China Effect on Metals, and, on Metals related, Share Prices

Perspective is the key to objective valuation. There are three global Metals’ market classes; base metals, such as…

Jack Lifton

September 23, 2021

1 Comment

Critical Minerals & Rare Earths, Market Opinion

China is winning the war for the future.

The perennial key geopolitical and geoeconomics issues of the conflict among nation-states over the allocation of scarce critical…

Jack Lifton

September 8, 2021

2 Comments

Critical Minerals & Rare Earths, Market Opinion

For lithium, party like its 1790

The demand for Green Energy Metals (GEMs) as processed fine chemicals and high purity metals and alloys, ready…

Jack Lifton

August 18, 2021

3 Comments

Critical Minerals & Rare Earths, Market Opinion

Jack Lifton on why President Biden’s EV Plan for America simply does not add up

American President Biden has decreed that by 2030 one-half of all new American car/truck production shall be EVs.…

Jack Lifton

August 6, 2021

1 Comment

China

The Quiet Breakout: Carney and Canada Move Beyond U.S. Dependence

China’s Rare Earth Industry’s Big Advantage is not Just in Mines

Circling the theory of an EV revolution, Lifton takes on the ‘dumbest assumption of the greens’

Magical Thinking about China, Lithium and the Rare Earths in the ICE to EV Transformation

Which Metals will benefit from the EV Boom in 2022 and after?

China Is Consolidating its Industrial Economy – The Case of the “Medium and Heavy Rare Earths’ Industry”

Evergrande: What to Do as the Body Floats Down the River

The China Effect on Metals, and, on Metals related, Share Prices

China is winning the war for the future.

For lithium, party like its 1790

Jack Lifton on why President Biden’s EV Plan for America simply does not add up

Critical Minerals Report (04.05.2026): Section 232 Reset Begins, Tungsten Capital Accelerates & Rare Earth Supply Chains Face Execution Test

Critical Minerals Report (04.12.2026): The Iran War, China’s Chemical Leverage & The Real Supply Chain Constraint

Critical Minerals Institute Unveils 2026 Watchlist: Rhenium (Re) and Indium (In) Added, Tungsten (W) Elevated to Top 5 as Supply Chain Risks Intensify

InvestorNews Member News

Drill Rigs Secured for Extensive Tungsten and Gold Drill Program Commencing Next Week

Allied Critical Metals Establishes “Social Monitoring and Advisory Committee of the Borralha Mine Project”

Antimony Resources Corp. (ATMY) (ATMYF) (K8J0) Reports High-Grade Results from Recent Soil Sampling Program on Claims to the South of the Main Bald Hill Antimony Deposit

Australian Strategic Materials Quarterly Activities Report to 31 March 2026

Spartan Metals Closes Private Placement of $5.5M

InvestorNews Interviews

Deep Sea Minerals’ James Deckelman on the Next Critical Minerals Frontier

Kerem Usenmez on Volta Metals’ Rare Earth Scale and the High-Grade Gallium that Sets it Apart

Robin Dunbar Positions Grid Metals at the Center of the Global Cesium Supply Race

Defense Metals’ Mark Tory on Why the Rare Earths Grade and Processing Technology Matters

China

Daily InvestorNews updates

InvestorNews Interviews

Deep Sea Minerals’ James Deckelman on the Next Critical Minerals Frontier

Kerem Usenmez on Volta Metals’ Rare Earth Scale and the High-Grade Gallium that Sets it Apart

Robin Dunbar Positions Grid Metals at the Center of the Global Cesium Supply Race

Defense Metals’ Mark Tory on Why the Rare Earths Grade and Processing Technology Matters