Jack Lifton
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America’s Military Potemkin Crisis
The now-fading military crisis du jour, the critical minerals, metals, and materials crisis, is a supreme example of…
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The Bonfire of the Capital
“A trillion here, a trillion here, pretty soon you’re talking about real money.” I’m paraphrasing the late great…
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Jack Lifton Predicts Heavy Rare Earth Breakthrough — Energy Fuels Positioned to Lead U.S. Supply
Within the global rare earth industry, the rare earth elements are divided into groups denominated by their “run”…
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Monopsony, monopoly, let’s call the whole thing off.
Perspective is the key to objectivity. The title of this essay is a salute to Cole Porter, who…
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No EV Boom, No Rare Earth Magnet Boom: The Demand Reality Facing Critical Minerals for the U.S. Market
The recent Wall Street Journal report on the Detroit automakers’ $50 billion reckoning over electric vehicles reads as…
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Trump’s Critical Minerals “Project Vault”: Jack Lifton Calls It “Theater”
The politics of stockpiles are easy; the physics of stockpiles are not. The moment you move from a…
