Jack Lifton
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America’s Critical Mineral Supply Chain Strategy Rests on a Dangerous Assumption
“America’s effort to rebuild its critical mineral supply chains rests on a dangerous assumption that money will create…
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“Successful” — The Most Overworked Word in Junior Mining
When I read that an officer of a junior mining company is a chartered accountant who has been…
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China’s November Critical Minerals Decision: A Reprieve for Both Economies, or a Catalyst for Separation?
“The countdown to November is not simply about whether China keeps shipping critical minerals; it is about whether…
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America Must Build Its Critical Minerals Strategy Backward
“America will not secure its critical minerals supply chains simply by counting mineral deposits or announcing new plants.…
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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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Perspective Is the Key to Objectivity — China’s Positional Resources and the Power of Industrial Dominance
“A positional resource is a nationally controlled asset or capability whose possession enhances a country’s prestige, autonomy, wealth…
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Is There an Inelastic Demand for Rare Earths?
“The quantity of rare earth contained in a motor may be small. The value of the industrial output…
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Scandium Canada’s Simon Thibault Gives Crater Lake a Commercial Purpose Through a Product First Strategy
New CEO Simon Thibault tells Jack Lifton that customer specifications, a practical route into manufacturing and global cost…
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Jack-in-the-Stox: Fluorspar, a Critical Mineral, Is Not Yet a Chemical Product
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…
