Critical Minerals Supply Chain
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Private Capital, Not Government Funding, Is the Key to Securing Rare Earth Magnet Supply Chains
When the U.S. talks about securing supplies of critical materials for national defense, it’s natural to reach for…
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Jack-in-the-Stox: Iluka Resources (ASX: ILU) — A Lesson in Rare Earth Execution
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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Energy Fuels and the Emergence of a Credible Magnet Competitor
For more than three decades, the global rare earth permanent magnet industry has been defined by a single…
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CMR Podcast: Critical Minerals, China, and the Limits of G7 Cooperation
The Critical Minerals Report (CMR) Podcast is a new, twice-monthly series produced by the Critical Minerals Institute (CMI),…
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Critical Minerals Report (06.21.2026): Allies, Competitors, and Critical Minerals
“Critical minerals have become the ultimate geopolitical paradox. Governments increasingly recognize that supply-chain security requires cooperation, yet every…
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Jack-in-the-Stox: Neo Performance Materials and the Rare Earth Permanent Magnet Supply Chain
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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Critical Minerals Report (06.14.2026): Control is the New Commodity
“I didn’t think I would live long enough to see someone recommend that investors take a hard look…
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Canada’s Critical Minerals Moment in a Fragmenting World
Today, I am in Ottawa speaking about critical minerals. That may sound like a discussion about mining. It…
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Detroit’s Lesson for Critical Minerals Investors: Supply Chains Cannot Be Financialized Forever
Governments and financial markets cannot permanently suspend economic reality. Investors who wish to succeed in the critical minerals…
