lithium
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Why Gina Rinehart Just Bet US$1 Billion on SpaceX
When Gina Rinehart writes a billion-dollar cheque, investors should pay attention—not because she is always right, but because…
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Critical Minerals Report (06.14.2026): Control is the New Commodity
“I didn’t think I would live long enough to see someone recommend that investors take a hard look…
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Canada’s Critical Minerals Moment in a Fragmenting World
Today, I am in Ottawa speaking about critical minerals. That may sound like a discussion about mining. It…
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The Critical Minerals Platform (CMP) Report: The Chokepoints Nobody Sees Until They Matter
In the critical minerals business, supply disruptions do not always begin at a mine. Sometimes they begin in…
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Critical Minerals Report (04.12.2026): The Iran War, China’s Chemical Leverage & The Real Supply Chain Constraint
“The bottleneck isn’t ore — it’s chemicals. And China controls them…” starts Jack Lifton in our conversation earlier…
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Critical Minerals Report (04.05.2026): Section 232 Reset Begins, Tungsten Capital Accelerates & Rare Earth Supply Chains Face Execution Test
By the end of this publishing window, the critical minerals market looked less like a set of independent…
