Rare Earths Supply Chain
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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…
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Xi Leaves Washington, China’s Critical Minerals Leverage Remains.
President Xi Jinping’s visit to Washington has concluded. For American manufacturers dependent on Chinese critical minerals, the most…
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American Resources’ Mark Jensen Builds a Critical Minerals Ecosystem Using “Platform Orchestration”
In critical minerals, ambition is often described as a straight line from the orebody to the finished magnet.…
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The Price of Security: When Critical Minerals Become Too Expensive
There is a contradiction at the heart of Western critical minerals policy that I think we are going…
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CMR Podcast — Xi Comes to Washington with America’s Critical Minerals Supply on the Line
President Xi Jinping’s September 24 visit to Washington is rapidly becoming a critical test of America’s access to…
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America’s Critical Mineral Supply Chain Strategy Rests on a Dangerous Assumption
“America’s effort to rebuild its critical mineral supply chains rests on a dangerous assumption that money will create…
