CMI
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Is the G7 Building a Critical Minerals NATO?
The most consequential development in critical minerals today is not geological. It is geopolitical: the quiet emergence of…
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Sourcing Rare Earth Permanent Magnet Motors for the American Automotive Industry: Market Status, Structural Drivers, and the Path Forward
The U.S. automotive industry’s electrification ramp is increasingly tied to a critical enabling technology: rare earth permanent magnet (REPM)…
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The Price of Ignorance: Ebola, the Congo, and the Cost of Looking Away
Ebola is a particularly nasty virus, and an especially ugly way to die. It came to the attention…
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How to stay on the moon after we get there
Our civilization is built on structural steel. This is the most necessary metal in history. It is not…
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Critical Minerals Report (06.14.2026): Control is the New Commodity
“I didn’t think I would live long enough to see someone recommend that investors take a hard look…
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Canada’s Critical Minerals Moment in a Fragmenting World
Today, I am in Ottawa speaking about critical minerals. That may sound like a discussion about mining. It…
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Detroit’s Lesson for Critical Minerals Investors: Supply Chains Cannot Be Financialized Forever
Governments and financial markets cannot permanently suspend economic reality. Investors who wish to succeed in the critical minerals…
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China’s Rare Earth Playbook: Status‑Quo Stability, Crisis‑Driven Leverage, and the Global Race to Respond
For more than a decade, analysts have warned that the world’s dependence on China for rare earths represents…
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Rebuilding the American Rare Earth Industrial Base
The rare earth supply chain has become one of the most strategically consequential—and structurally misunderstood—industrial systems in the…
