critical minerals
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Critical Minerals Report (10.04.2026): A Summit Without a Rare Earth Deal Leaves the West Buying Its Way to Supply
When Xi Jinping left Washington on September 25th after a three-day state visit, the most telling sentence in…
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Are We Subsidizing Our Own Tariffs? Rethinking the Rare Earth Revival
Washington wants to rebuild an American rare earths industry. It is committing public money to mining, separation, metal-making,…
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Lynas Takes the Rare Earth Race to Brazil with Meteoric Bid
The race to loosen China’s grip on rare earth supply has produced a proposed A$968 million deal with…
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Jack-in-the-Stox: Who in America Is Actually Hurt by China’s Rare Earth Export Restrictions?
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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Xi Leaves Washington, China’s Critical Minerals Leverage Remains.
President Xi Jinping’s visit to Washington has concluded. For American manufacturers dependent on Chinese critical minerals, the most…
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Chilean Cobalt Pursues Rare Earths Alongside Copper and Cobalt
Chilean Cobalt Corp. (OTCQB: COBA) is building a story that extends well beyond the metal in its name.…
