Energy Fuels
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The Critical Mineral Companies Western Supply Chains Can’t Afford to Lose, and Who Will Pay to Keep Them Alive
Over the last several years, governments worldwide have identified the minerals they consider critical to national security, industrial…
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America’s Critical Minerals Security Starts with the Customer
Jack Lifton and Constantine Karayannopoulos Respond to the Aerospace Industries Association’s Report on Critical Minerals Supply Chains A…
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Jack-in-the-Stox: In Uranium, Follow the Yellowcake
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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America’s Rare Earth National Champion—or Its Most Likely Survivor?
Please note that Jack Lifton is not a licensed investment advisor. The views expressed in this column are…
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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…
