Rare Earths Supply Chain
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Critical Minerals Report (11.23.2025): A US$100 Billion Commitment Here, Another US$1.1 Billion There – How Government Capital Is Rewiring Critical Minerals Finance
Apologies for the delay in this edition of the Critical Minerals Report (CMR); the past two weeks, from…
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A Defining Moment — Beyond the Dollars: Crafting America’s Strategy for Critical Materials
Having been one of those who advocated for years for the need for a public-private sector mobilization of…
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Jack Lifton Explains Trump’s Critical Minerals Gambit — Canada vs Australia
In a world recalibrating around supply chains and sovereignty, the Critical Minerals Institute (CMI) sits squarely at the…
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Follow the Money: Did JPMorgan’s $1.5T Push Set the Stage for the U.S.–Australia $8.5B Pact
A closer look at how Jamie Dimon’s trillion-dollar initiative is reshaping critical minerals finance — and why the…
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At Last Money Hits the Critical Minerals Table
What a wonderful couple of weeks it has been for the critical minerals sector, especially rare earths. Hard…
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Trump Snubs Xi Amid China’s Rare Earth Power Play – Jack Lifton’s Analysis
Today, we have Jack Lifton, Co-Chair of the Critical Minerals Institute (CMI) and widely regarded as the world’s…
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Critical Minerals Report (10.11.2025): Western Critical Minerals Stocks Soar as China’s Export Controls Ignite a Tech War
The past week brought into sharp relief how critical minerals have become a geopolitical battleground and a focus…
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Constantine Karayannopoulos on the MP Materials Effect on the Rare Earths Market
October 3, 2025 — The rare earths market is sizzling — valuations have doubled or tripled since early summer…
