Rare Earths Supply Chain
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November 10: The Day America Learns Whether It Has Solved Anything
If China extends its temporary suspension of critical minerals export restrictions, the real question will not be what…
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America’s Rare Earth National Champion—or Its Most Likely Survivor?
Please note that Jack Lifton is not a licensed investment advisor. The views expressed in this column are…
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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…
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Iwatani, the Japanese Company You’ve Never Heard Of, Is Emerging as a Heavy Rare Earth Powerhouse
Most observers focus on the Japan Organization for Metals and Energy Security (JOGMEC) because it is the government’s…
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America’s Rare Earth Industry Cannot Be Rebuilt on a Production Schedule
“A company can announce when a plant will open, but only years of operating experience will determine when…
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Can India and Myanmar Build a Rare Earth Supply Chain Independent of China?
It cannot be overemphasized that the greatest value in the rare earth supply chain does not lie in…
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CMR Podcast (07.22.2026): The West Cannot Mine Its Way to Security
The critical minerals debate still begins in the wrong place too often. Western governments count deposits, announce financing…
