Critical Minerals Supply Chain
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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…
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The Rare Earth Permanent Magnet Industry Will Be Built by Evolution, Not Revolution
Investors looking at the rare earth permanent magnet (REPM) sector need to understand a simple reality: the next…
