Rare Earths Supply Chain
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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…
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The China Price Is No Longer the World Price for Rare Earths
The global rare earth market is now bifurcating—and perhaps trifurcating—as I have long predicted it would. Deglobalization is…
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Critical Minerals Report (08.16.2026): The Critical Minerals Bull Market Is Here as China Puts Its Arsenal Back in Play
“November 10 is not simply an export control deadline. It is the day the West discovers whether it…
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America Was a Mining Superpower. That Isn’t What We Need to Restore.
President Donald Trump told a Roundtable on American Mining last week that, “For decades, politicians let other countries…
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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…
