Jack Lifton
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Heavy Rare Earths Are a Different Business
“Heavy rare earths are not simply ‘the last few elements.’ They are a specialty chemical business. And the…
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Can India and Myanmar Build a Rare Earth Supply Chain Independent of China?
It cannot be overemphasized that the greatest value in the rare earth supply chain does not lie in…
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CMR Podcast (07.22.2026): The West Cannot Mine Its Way to Security
The critical minerals debate still begins in the wrong place too often. Western governments count deposits, announce financing…
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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…
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Capacity Is Not Capability
The current American effort to rebuild domestic manufacturing rests on a dangerous misconception. Washington has become obsessed with…
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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…
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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…
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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…
