China
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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…
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Trump Snubs Xi Amid China’s Rare Earth Power Play – Jack Lifton’s Analysis
Today, we have Jack Lifton, Co-Chair of the Critical Minerals Institute (CMI) and widely regarded as the world’s…
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Critical Minerals Report (10.11.2025): Western Critical Minerals Stocks Soar as China’s Export Controls Ignite a Tech War
The past week brought into sharp relief how critical minerals have become a geopolitical battleground and a focus…
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From Survival to Strength – How Amanda Lacaze Transformed Lynas Rare Earths
I still remember the last time I spoke with Amanda Lacaze — a Zoom interview in late 2019…
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Critical Minerals Report (09.07.2025): Uranium Surge and Copper Demand Grows with Trump’s Tariff Legal Woes.
Global nuclear energy is in the midst of a renaissance. The World Nuclear Association’s biennial report released this…
