Jack Lifton
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Jack-in-the-Stox: The Strategic Value Hidden Inside Appia’s Critical Minerals Portfolio
In this ongoing “Jack-in-the-Stox” Q&A series, Jack Lifton examines the companies, technologies, and geopolitical realities shaping the global critical minerals…
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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…
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China’s Rare Earth Playbook: Status‑Quo Stability, Crisis‑Driven Leverage, and the Global Race to Respond
For more than a decade, analysts have warned that the world’s dependence on China for rare earths represents…
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Rebuilding the American Rare Earth Industrial Base
The rare earth supply chain has become one of the most strategically consequential—and structurally misunderstood—industrial systems in the…
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The Critical Minerals Platform (CMP) Report: The Chokepoints Nobody Sees Until They Matter
In the critical minerals business, supply disruptions do not always begin at a mine. Sometimes they begin in…
