Jack Lifton
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The China Price Is No Longer the World Price for Rare Earths
The global rare earth market is now bifurcating—and perhaps trifurcating—as I have long predicted it would. Deglobalization is…
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Critical Minerals Report (08.16.2026): The Critical Minerals Bull Market Is Here as China Puts Its Arsenal Back in Play
“November 10 is not simply an export control deadline. It is the day the West discovers whether it…
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Trump’s Tariffs Have Redistributed American Manufacturing Advantage, Not Rebuilt It
What effect has the recent imposition, withdrawal, and modification of tariffs on manufactured goods and raw materials by…
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Should the U.S. Department of Energy Become a Critical Minerals Toll Processor?
Australia may already be showing the United States what to do. For many years, the Australian Nuclear Science…
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November 10: The Day America Learns Whether It Has Solved Anything
If China extends its temporary suspension of critical minerals export restrictions, the real question will not be what…
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Lifton’s First Law of Energy Economics
The Cost That Matters Most There is a tendency among economists and politicians to measure almost everything except…
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Project Vault and the Price of Security — Lifton’s Plan for America’s Critical Minerals Reserve
I asked myself: What effect would reserve diversification by the U.S. Treasury and other governments have on the…
