critical materials
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Jack-in-the-Stox: Rubidium, A Critical Metal in Search of a Market.
In his ongoing Jack-in-the-Stox series, Jack Lifton comments on public companies, technologies, capital markets, supply chains and geopolitics. He is not a…
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The Government Can Set the Price of Rare Earths. It Cannot Set Their Value.
In a Financial Times commentary published on October 8, 2026, economist Mohamed El-Erian examines the United States Treasury’s…
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American Rare Earths Is Betting That Scale Is the Easy Part
At Halleck Creek, Mark Wall’s priority is turning a vast Wyoming rare earth resource into a commercially viable…
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Australian Rare Earths Advances the AR3 ANSTO Pilot and Neo Performance Offtake Plans
Australian Rare Earths Limited (ASX: AR3) is advancing its Koppamurra pilot programme at the Australian Nuclear Science and…
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The Made in America Critical Minerals Crisis
“The ultimate question is not whether America has enough capital to rebuild its industrial economy. It is whether…
