Jack Lifton
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Let’s Pretend: Subject Matter Illiteracy and the Rare Earth Industry
“The greatest enemy of knowledge is not ignorance, it is the illusion of knowledge.” — Stephen Hawking There…
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How Sojitz Became Japan’s Rare Earth Power Broker
In the global rare earth industry, most observers focus on miners, processors, and magnet makers. But in Japan,…
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Jack-in-the-Stox: In Rare Earths, Bigger Isn’t Always Better
In this ongoing “Jack-in-the-Stox” Q&A series, Jack Lifton examines the companies, technologies, and geopolitical realities shaping the global critical minerals…
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Private Capital, Not Government Funding, Is the Key to Securing Rare Earth Magnet Supply Chains
When the U.S. talks about securing supplies of critical materials for national defense, it’s natural to reach for…
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Jack-in-the-Stox: Iluka Resources (ASX: ILU) — A Lesson in Rare Earth Execution
In this ongoing “Jack-in-the-Stox” Q&A series, Jack Lifton examines the companies, technologies, and geopolitical realities shaping the global critical minerals…
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CMR Podcast: Critical Minerals, China, and the Limits of G7 Cooperation
The Critical Minerals Report (CMR) Podcast is a new, twice-monthly series produced by the Critical Minerals Institute (CMI),…
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Critical Minerals Report (06.21.2026): Allies, Competitors, and Critical Minerals
“Critical minerals have become the ultimate geopolitical paradox. Governments increasingly recognize that supply-chain security requires cooperation, yet every…
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Sourcing Rare Earth Permanent Magnet Motors for the American Automotive Industry: Market Status, Structural Drivers, and the Path Forward
The U.S. automotive industry’s electrification ramp is increasingly tied to a critical enabling technology: rare earth permanent magnet (REPM)…
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Jack-in-the-Stox: Neo Performance Materials and the Rare Earth Permanent Magnet Supply Chain
In this ongoing “Jack-in-the-Stox” Q&A series, Jack Lifton examines the companies, technologies, and geopolitical realities shaping the global critical minerals…
