Neo Performance
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Critical Minerals Report (10.25.2026): Billions of Dollars Fuel the Race to Control Technology Metals
General Motors Company (NYSE: GM) issued a termination notice on July 1 for its long-term magnet supply agreement…
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Australian Rare Earths Advances the AR3 ANSTO Pilot and Neo Performance Offtake Plans
Australian Rare Earths Limited (ASX: AR3) is advancing its Koppamurra pilot programme at the Australian Nuclear Science and…
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The Critical Mineral Companies Western Supply Chains Can’t Afford to Lose, and Who Will Pay to Keep Them Alive
Over the last several years, governments worldwide have identified the minerals they consider critical to national security, industrial…
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America’s Critical Minerals Security Starts with the Customer
Jack Lifton and Constantine Karayannopoulos Respond to the Aerospace Industries Association’s Report on Critical Minerals Supply Chains A…
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Jack-in-the-Stox: Greenland’s Rare Earth Opportunity Depends on More Than a Breakthrough
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…
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Jack-in-the-Stox: Neo Performance Materials and the Rare Earth Permanent Magnet Supply Chain
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…
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Critical Minerals Institute (CMI) Summit 5: Critical Minerals and the New Industrial Order
The ballroom at Toronto’s historic National Club felt less like a conventional mining conference and more like a…
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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.…
