Rare Earths Supply Chain
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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…
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Critical Minerals Report (09.06.2026): Xi and Trump Meet in Washington with the Global Minerals Order at Stake
The countdown to November 10 is now part of the critical minerals investment equation, but the most consequential…
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China’s November Critical Minerals Decision: A Reprieve for Both Economies, or a Catalyst for Separation?
“The countdown to November is not simply about whether China keeps shipping critical minerals; it is about whether…
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Is There an Inelastic Demand for Rare Earths?
“The quantity of rare earth contained in a motor may be small. The value of the industrial output…
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Critical Minerals Institute Marks Five Years with a Warning That Government Funding Alone Is Not a Strategy
Today, August 20, 2026, the Critical Minerals Institute (CMI) marks its fifth anniversary. Five years after CMI was…
