Jack Lifton
-
The Bonfire of the Capital
“A trillion here, a trillion here, pretty soon you’re talking about real money.” I’m paraphrasing the late great…
-
Jack Lifton Predicts Heavy Rare Earth Breakthrough — Energy Fuels Positioned to Lead U.S. Supply
Within the global rare earth industry, the rare earth elements are divided into groups denominated by their “run”…
-
Monopsony, monopoly, let’s call the whole thing off.
Perspective is the key to objectivity. The title of this essay is a salute to Cole Porter, who…
-
No EV Boom, No Rare Earth Magnet Boom: The Demand Reality Facing Critical Minerals for the U.S. Market
The recent Wall Street Journal report on the Detroit automakers’ $50 billion reckoning over electric vehicles reads as…
-
Trump’s Critical Minerals “Project Vault”: Jack Lifton Calls It “Theater”
The politics of stockpiles are easy; the physics of stockpiles are not. The moment you move from a…
-
Jack Lifton with Guy Bourassa on North America’s Largest Primary Source of Scandium
In an era when supply chains have become geopolitical weapons, the most strategic materials are often the ones…
-
CMI Masterclass: The Global Economic War for Rare Earths
The rare earth industry has stopped being a supply chain and started behaving like a lever of power.…
-
The Critical Minerals Blind Spot Between Washington and Canada
Power is shifting beneath North America’s feet, and the tremors are being misread in Washington. What looks, on…
