Critical Minerals Supply Chain
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Follow the $10 Billion, Not the $1.5 Trillion: JPMorgan’s Security Bet, One Year In
One year ago this week, JPMorgan Chase & Co. (NYSE: JPM) unveiled its $1.5 trillion Security and Resiliency…
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The Critical Mineral Companies Western Supply Chains Can’t Afford to Lose, and Who Will Pay to Keep Them Alive
Over the last several years, governments worldwide have identified the minerals they consider critical to national security, industrial…
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The Public Return on American Critical Minerals Investment
The proper test of American government investment in critical minerals is straightforward: What industrial capability did the public’s…
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Jack-in-the-Stox: Heavy Rare Earths, the French Connection
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 American Rare Earths Magnet Problem
Many ways describe America’s dependence on foreign sources for rare earth permanent magnets. We can talk about mines,…
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Critical Minerals Report: The Dog That Didn’t Bark as Trump-Xi Punt Leaves Critical Minerals in Limbo
The most consequential outcome of the latest Trump–Xi meeting was a non-event. With China’s moratorium on 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,…
