Rare Earths Supply Chain
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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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Mined Among Friends: Why the Next Resource War Will Be Won Close to Home
“The smart move is to co-invest with friends and trusted allies to construct defensible supply chains today to…
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Jack-in-the-Stox: Heavy Rare Earths, the French Connection
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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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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Critical Minerals Report: The Dog That Didn’t Bark as Trump-Xi Punt Leaves Critical Minerals in Limbo
The most consequential outcome of the latest Trump–Xi meeting was a non-event. With China’s moratorium on critical minerals…
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Critical Minerals Report (10.04.2026): A Summit Without a Rare Earth Deal Leaves the West Buying Its Way to Supply
When Xi Jinping left Washington on September 25th after a three-day state visit, the most telling sentence in…
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Are We Subsidizing Our Own Tariffs? Rethinking the Rare Earth Revival
Washington wants to rebuild an American rare earths industry. It is committing public money to mining, separation, metal-making,…
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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…
