Jack Lifton
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Iwatani, the Japanese Company You’ve Never Heard Of, Is Emerging as a Heavy Rare Earth Powerhouse
Most observers focus on the Japan Organization for Metals and Energy Security (JOGMEC) because it is the government’s…
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America’s Rare Earth Industry Cannot Be Rebuilt on a Production Schedule
“A company can announce when a plant will open, but only years of operating experience will determine when…
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Heavy Rare Earths Are a Different Business
“Heavy rare earths are not simply ‘the last few elements.’ They are a specialty chemical business. And the…
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Can India and Myanmar Build a Rare Earth Supply Chain Independent of China?
It cannot be overemphasized that the greatest value in the rare earth supply chain does not lie in…
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CMR Podcast (07.22.2026): The West Cannot Mine Its Way to Security
The critical minerals debate still begins in the wrong place too often. Western governments count deposits, announce financing…
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America Cannot Order a Supply Chain into Existence
President Donald Trump’s July 20th executive order, Securing America’s Defense Supply Chains and Ensuring Domestic Acquisition of Critical…
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Capacity Is Not Capability
The current American effort to rebuild domestic manufacturing rests on a dangerous misconception. Washington has become obsessed with…
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Germany’s Automotive Reckoning and America’s Industrial Illusion
“Germany must learn software. America must relearn manufacturing. China already combines both—and industrial leadership will belong to the…
