Critical Minerals Supply Chain
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Critical Minerals Institute Announces CMI Summit 5: “The New Critical Minerals Economy” — Toronto, May 13–14, 2026
March 29, 2026 — TORONTO, ONTARIO — Capital is rapidly repositioning around critical minerals—but the question is no…
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America’s Military Potemkin Crisis
The now-fading military crisis du jour, the critical minerals, metals, and materials crisis, is a supreme example of…
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The Bonfire of the Capital
“A trillion here, a trillion here, pretty soon you’re talking about real money.” I’m paraphrasing the late great…
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No EV Boom, No Rare Earth Magnet Boom: The Demand Reality Facing Critical Minerals for the U.S. Market
The recent Wall Street Journal report on the Detroit automakers’ $50 billion reckoning over electric vehicles reads as…
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The Critical Minerals Report (02.09.2026): Project Vault and the West’s Scramble for Rare Earths and Price Power
The past two weeks have laid bare a quickening scramble for control of critical minerals. In Brazil, officials…
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Trump’s Critical Minerals “Project Vault”: Jack Lifton Calls It “Theater”
The politics of stockpiles are easy; the physics of stockpiles are not. The moment you move from a…
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CMI Masterclass: The Global Economic War for Rare Earths
The rare earth industry has stopped being a supply chain and started behaving like a lever of power.…
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The U.S. at a Strategic Crossroads with China — and the Industrial Policy Lifeline (and Relationships) That Could Save Us.
The debate over American economic hegemony is not an abstraction. It is grounded in a concrete truth: industrial…
