Rare Earths Supply Chain
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Who Will Buy the Magnets? The Economic Test of America’s Rare Earth Revival
The United States is committing billions of dollars to rebuild a domestic rare earth permanent magnet industry. New…
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The Made in America Critical Minerals Crisis
“The ultimate question is not whether America has enough capital to rebuild its industrial economy. It is whether…
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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
There are many ways to describe America’s dependence on foreign sources for rare earth permanent magnets. We can…
