Jack Lifton
-
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…
-
Capacity Is Not Capability
The current American effort to rebuild domestic manufacturing rests on a dangerous misconception. Washington has become obsessed with…
-
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…
-
Lanthanum and Cerium: The Rare Earths Everyone Ignores Are the Ones America Uses the Most
For years, investors have been taught that only four rare earths matter: neodymium, praseodymium, dysprosium, and terbium. These…
-
Malaysia: A Quiet Center of Gravity in the Next Rare Earth Supply Global Ordering
Governments and financial markets have spent the better part of a decade searching for the country that will…
-
The Perception of China’s Policies and Actions, and the Reality of Western Indifference
“China did not spend thirty years simply buying mines; it spent thirty years securing processing, metallurgy and the…
-
Jack-in-the-Stox: U.S. Antimony and the Return of Industrial Reality
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…
-
The Calculus of the Risk
The phrase “the calculus of the risk” entered American legal thinking through the work of Judge Learned Hand.…
-
Is There a Helium Shortage?
“Helium is not geologically scarce; competence is. As usual, we have confused owning a resource with knowing how…
-
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…
