Critical Minerals Supply Chain
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Capacity Is Not Capability
The current American effort to rebuild domestic manufacturing rests on a dangerous misconception. Washington has become obsessed with…
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Lanthanum and Cerium: The Rare Earths Everyone Ignores Are the Ones America Uses the Most
For years, investors have been taught that only four rare earths matter: neodymium, praseodymium, dysprosium, and terbium. These…
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Malaysia: A Quiet Center of Gravity in the Next Rare Earth Supply Global Ordering
Governments and financial markets have spent the better part of a decade searching for the country that will…
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Malaysia and Indonesia: Test Cases for China’s Global Rare Earth Control
“China’s objective is no longer merely to dominate rare earth production at home. It is to control the…
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China’s Rare Earth Endgame: What Happens After November 10?
The International Energy Agency estimates that full implementation of China’s rare earth export controls could place $6.5 trillion…
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The Perception of China’s Policies and Actions, and the Reality of Western Indifference
“China did not spend thirty years simply buying mines; it spent thirty years securing processing, metallurgy and the…
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The Calculus of the Risk
The phrase “the calculus of the risk” entered American legal thinking through the work of Judge Learned Hand.…
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Why China’s Rare Earth Magnet Advantage Is Difficult to Replicate
Investors keep hearing the same storyline: China dominates rare earth permanent magnets; therefore, the world should diversify supply.…
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CMR Podcast: Why Industrial Expertise Is Becoming the West’s Greatest Critical Minerals Asset
“The conversation is shifting from owning deposits to owning capabilities.” That observation from Critical Minerals Institute (CMI) Co-Chair…
