rare earth magnets
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America’s Rare Earth National Champion—or Its Most Likely Survivor?
Please note that Jack Lifton is not a licensed investment advisor. The views expressed in this column are…
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China’s Rare Earth Endgame: What Happens After November 10?
The International Energy Agency estimates that full implementation of China’s rare earth export controls could place $6.5 trillion…
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Buying New Public Rare Earth Magnet Stocks? Here’s What Actually Matters (Beyond the Hype)
Jack Lifton is not a licensed investment advisor. The views expressed in this column are his own and…
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Why China’s Rare Earth Magnet Advantage Is Difficult to Replicate
Investors keep hearing the same storyline: China dominates rare earth permanent magnets; therefore, the world should diversify supply.…
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Jack-in-the-Stox: In Rare Earths, Bigger Isn’t Always Better
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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Sourcing Rare Earth Permanent Magnet Motors for the American Automotive Industry: Market Status, Structural Drivers, and the Path Forward
The U.S. automotive industry’s electrification ramp is increasingly tied to a critical enabling technology: rare earth permanent magnet (REPM)…
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The Rare Earth Permanent Magnet Industry Will Be Built by Evolution, Not Revolution
Investors looking at the rare earth permanent magnet (REPM) sector need to understand a simple reality: the next…
