Jack Lifton
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Is There a Helium Shortage?
“Helium is not geologically scarce; competence is. As usual, we have confused owning a resource with knowing how…
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Jack Lifton with Pat Ryan on Ucore Leading the Western Rare Earths Separation Race
Ucore Rare Metals Inc. (TSXV: UCU | OTCQX: UURAF) has reached two important milestones in its effort to establish…
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Buying New Public Rare Earth Magnet Stocks? Here’s What Actually Matters (Beyond the Hype)
Jack Lifton is not a licensed investment advisor. The views expressed in this column are his own and…
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Why China’s Rare Earth Magnet Advantage Is Difficult to Replicate
Investors keep hearing the same storyline: China dominates rare earth permanent magnets; therefore, the world should diversify supply.…
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CMR Podcast: Why Industrial Expertise Is Becoming the West’s Greatest Critical Minerals Asset
“The conversation is shifting from owning deposits to owning capabilities.” That observation from Critical Minerals Institute (CMI) Co-Chair…
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The Critical Minerals Economy Was Never About the Dollar
The debate over the future of the U.S. dollar has become one of the more persistent themes in…
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Australian Rare Earths Targets a New Generation of Ionic Clay Rare Earths Production in Australia
Australia has long been recognised for its world-class hard rock rare earth deposits, but Australian Rare Earths Limited…
