Jack Lifton
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Jack-in-the-Stox: Greenland’s Rare Earth Opportunity Depends on More Than a Breakthrough
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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The Price of Security: When Critical Minerals Become Too Expensive
There is a contradiction at the heart of Western critical minerals policy that I think we are going…
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The Ore in the Ground Is Not Money in the Bank
“A mineral deposit is geology. A mine is engineering. A qualified product is manufacturing. A positive cash flow…
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CMR Podcast — Xi Comes to Washington with America’s Critical Minerals Supply on the Line
President Xi Jinping’s September 24 visit to Washington is rapidly becoming a critical test of America’s access to…
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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…
