Rare Earths Supply Chain
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Critical Minerals Report (06.21.2026): Allies, Competitors, and Critical Minerals
“Critical minerals have become the ultimate geopolitical paradox. Governments increasingly recognize that supply-chain security requires cooperation, yet every…
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Jack-in-the-Stox: Neo Performance Materials and the Rare Earth Permanent Magnet Supply Chain
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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Critical Minerals Report (06.14.2026): Control is the New Commodity
“I didn’t think I would live long enough to see someone recommend that investors take a hard look…
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Floor Pricing Won’t Rebuild America’s Rare Earth Industry — It Will Break It
The United States is once again searching for a shortcut to rebuild its rare earth supply chain. This…
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The Rare Earth Permanent Magnet Industry Will Be Built by Evolution, Not Revolution
Investors looking at the rare earth permanent magnet (REPM) sector need to understand a simple reality: the next…
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China’s Rare Earth Playbook: Status‑Quo Stability, Crisis‑Driven Leverage, and the Global Race to Respond
For more than a decade, analysts have warned that the world’s dependence on China for rare earths represents…
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The Strategic Value of USA Rare Earth Investing in France’s Carester
For decades, policymakers in Washington, Brussels, and allied capitals have spoken about the need to reduce dependence on…
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MP Materials and USA Rare Earth Clash in Texas Trade Secrets Lawsuit as Race for U.S. Rare Earth Magnet Supply Chain Intensifies
A legal dispute between MP Materials Corp. (NYSE: MP) (market capitalization approximately US$10 billion) and USA Rare Earth,…
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The Chemistry of Reality and the Rise of Rare Earth Wish Factories
“The chemistry and metallurgy dictate the flowsheet — not investor enthusiasm.” — Jack Lifton, Co-Founder & Co-Chair, Critical…
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America, the Oblivious
European resource imperialism dominated world politics from the close of the Napoleonic Wars to the end of the…
