electric vehicles supply chain
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A Tale of Two Critical Mineral (Rare Earths) Markets, the Subsidized and the Unsubsidized
The twenty-first century began with an unprecedented (outside of war) mammoth growth of demand for the ores of…
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Government Subsidies Fuel Investment Frenzy in the Battery Gigafactory Race
The news keeps on coming about new investments in battery gigafactories in North America as companies realize that…
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China Controls the Lithium Market and All the West Can Do (For Now) is Watch
Are lithium prices in free fall? Probably not. They are just moving to adjust supply to demand in…
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It appears American Rare Earths has the right stuff
Last week I wrote an article about a rare earths explorer that had just announced a new President,…
