electric vehicles
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Jack-in-the-Stox: Who in America Is Actually Hurt by China’s Rare Earth Export Restrictions?
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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Buying New Public Rare Earth Magnet Stocks? Here’s What Actually Matters (Beyond the Hype)
Jack Lifton is not a licensed investment advisor. The views expressed in this column are his own and…
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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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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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TRUMP Reign will Redirect American Critical Minerals Policy
Newly minted U.S. Senator-elect Bernie Moreno of Ohio opened his victory acceptance speech with the line, “No more…
