Critical Minerals Supply Chain
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Atlanta Brings the Critical Minerals Supply Chain Into Focus
Atlanta’s metropolitan area is home to nearly 6.5 million people, and Georgia gives the critical minerals debate a…
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Who Will Buy the Magnets? The Economic Test of America’s Rare Earth Revival
The United States is committing billions of dollars to rebuild a domestic rare earth permanent magnet industry. New…
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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…
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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…
