Rare Earths Supply Chain
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America, the Oblivious
European resource imperialism dominated world politics from the close of the Napoleonic Wars to the end of the…
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ABx Group’s Mark Cooksey on Dysprosium, Terbium and the Race for Heavy Rare Earths
On the floor of PDAC 2026 in Toronto, InvestorNews host Tracy Hughes spoke with Dr. Mark Cooksey, Managing…
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The Bonfire of the Capital
“A trillion here, a trillion here, pretty soon you’re talking about real money.” I’m paraphrasing the late great…
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No EV Boom, No Rare Earth Magnet Boom: The Demand Reality Facing Critical Minerals for the U.S. Market
The recent Wall Street Journal report on the Detroit automakers’ $50 billion reckoning over electric vehicles reads as…
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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…
