CMI
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Can India and Myanmar Build a Rare Earth Supply Chain Independent of China?
It cannot be overemphasized that the greatest value in the rare earth supply chain does not lie in…
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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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Lanthanum and Cerium: The Rare Earths Everyone Ignores Are the Ones America Uses the Most
For years, investors have been taught that only four rare earths matter: neodymium, praseodymium, dysprosium, and terbium. These…
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Malaysia: A Quiet Center of Gravity in the Next Rare Earth Supply Global Ordering
Governments and financial markets have spent the better part of a decade searching for the country that will…
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Malaysia and Indonesia: Test Cases for China’s Global Rare Earth Control
“China’s objective is no longer merely to dominate rare earth production at home. It is to control the…
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The Calculus of the Risk
The phrase “the calculus of the risk” entered American legal thinking through the work of Judge Learned Hand.…
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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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Buying New Public Rare Earth Magnet Stocks? Here’s What Actually Matters (Beyond the Hype)
Jack Lifton is not a licensed investment advisor. The views expressed in this column are his own and…
