Rare Earths Supply Chain
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The Critical Minerals Report (02.09.2026): Project Vault and the West’s Scramble for Rare Earths and Price Power
The past two weeks have laid bare a quickening scramble for control of critical minerals. In Brazil, officials…
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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.…
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The U.S. at a Strategic Crossroads with China — and the Industrial Policy Lifeline (and Relationships) That Could Save Us.
The debate over American economic hegemony is not an abstraction. It is grounded in a concrete truth: industrial…
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Sidebar with Jack Lifton: When Critical Minerals Begin to Dictate Power
As governments from Beijing to Washington tighten control over critical minerals, and supply chains harden along national lines,…
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Chaos and Capital: Jack Lifton on the Fractured Future of the Critical Minerals Economy
China’s manipulation of the rare earths market isn’t a policy glitch — it’s a geopolitical weapon. In a…
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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…
