Jack Lifton
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Critical Minerals Report: The Dog That Didn’t Bark as Trump-Xi Punt Leaves Critical Minerals in Limbo
The most consequential outcome of the latest Trump–Xi meeting was a non-event. With China’s moratorium on critical minerals…
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Are We Subsidizing Our Own Tariffs? Rethinking the Rare Earth Revival
Washington wants to rebuild an American rare earths industry. It is committing public money to mining, separation, metal-making,…
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Jack-in-the-Stox: Who in America Is Actually Hurt by China’s Rare Earth Export Restrictions?
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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Xi Leaves Washington, China’s Critical Minerals Leverage Remains.
President Xi Jinping’s visit to Washington has concluded. For American manufacturers dependent on Chinese critical minerals, the most…
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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…
