China
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Sidebar with Jack Lifton: When Critical Minerals Begin to Dictate Power
As governments from Beijing to Washington tighten control over critical minerals, and supply chains harden along national lines,…
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Chaos and Capital: Jack Lifton on the Fractured Future of the Critical Minerals Economy
China’s manipulation of the rare earths market isn’t a policy glitch — it’s a geopolitical weapon. In a…
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Critical Minerals Report (12.19.2025): China’s Rare Earth Exports Jump 26.5%. Lithium Rallies, and Washington Backs Washington Backs Korea Zinc’s $7.4Bn U.S. Refinery
Over the last week the critical minerals narrative was set by a sequence of government actions, corporate financing…
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Hallgarten Report: How China Controls the Cesium Supply Chain
An element that can melt near room temperature, ignite in air, and react explosively with water isn’t the…
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The Dark Side of Solar Glass: Antimony, Geopolitics and the Energy Transition
If you stand in front of a utility-scale solar farm at dusk, the panels look serene: a regimented…
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Tempest in the Supply Chain: The Trump-Xi Rare Earths Dance
In a recent conversation with Tracy Hughes of InvestorNews, Jack Lifton, co-chair of the Critical Minerals Institute (CMI),…
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A Defining Moment — Beyond the Dollars: Crafting America’s Strategy for Critical Materials
Having been one of those who advocated for years for the need for a public-private sector mobilization of…
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Critical Minerals Report (10.24.2025): Follow the Yellow Brick Road — China’s Squeeze Turbocharges Western Resolve to Weaponize Capital
The past week delivered a cascade of strategic moves in critical minerals, underscoring an accelerating global realignment. In…
