Rare Earths Supply Chain
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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…
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Lanthanum and Cerium: The Rare Earths Everyone Ignores Are the Ones America Uses the Most
For years, investors have been taught that only four rare earths matter: neodymium, praseodymium, dysprosium, and terbium. These…
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Malaysia and Indonesia: Test Cases for China’s Global Rare Earth Control
“China’s objective is no longer merely to dominate rare earth production at home. It is to control the…
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China’s Rare Earth Endgame: What Happens After November 10?
The International Energy Agency estimates that full implementation of China’s rare earth export controls could place $6.5 trillion…
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American Rare Earths Advances Its U.S. Mine-to-Magnet Strategy
Six months into his tenure as CEO, Mark Wall is moving American Rare Earths Limited (ASX: ARR | OTCQX:…
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The Calculus of the Risk
The phrase “the calculus of the risk” entered American legal thinking through the work of Judge Learned Hand.…
