rare earth permanent magnets
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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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The American Rare Earths Magnet Problem
Many ways describe America’s dependence on foreign sources for rare earth permanent magnets. We can talk about mines,…
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How Many Rare Earth Permanent Magnets Does the U.S. Military Actually Need?
How much tonnage of specialized neodymium-iron-boron permanent magnets does the U.S. military require each year, and how much…
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Lynas Takes the Rare Earth Race to Brazil with Meteoric Bid
The race to loosen China’s grip on rare earth supply has produced a proposed A$968 million deal with…
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Jack-in-the-Stox: Who in America Is Actually Hurt by China’s Rare Earth Export Restrictions?
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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America Must Build Its Critical Minerals Strategy Backward
“America will not secure its critical minerals supply chains simply by counting mineral deposits or announcing new plants.…
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Australia’s Critical Minerals Crossroads
Australia is approaching a defining moment in its modern industrial history. For more than a century, Australia has…
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The China Price Is No Longer the World Price for Rare Earths
The global rare earth market is now bifurcating—and perhaps trifurcating—as I have long predicted it would. Deglobalization is…
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Does Subsidizing the Production of Rare Earths Stifle Innovation?
In his book, The Economic Government of the World: 1933–2023, Martin Daunton states: “In 1982, Anne Krueger became…
