rare earths
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Tariffs, History, and the American Critical Minerals Agenda
There is an old saying that those who refuse to study history are condemned to repeat it. There…
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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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Critical Minerals Report (07.22.2026): China Determines the Critical Minerals World Order as Trump Raises the Stakes
China does not need to stop a Western factory to control it. It needs only to decide whether…
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America Cannot Order a Supply Chain into Existence
President Donald Trump’s July 20th executive order, Securing America’s Defense Supply Chains and Ensuring Domestic Acquisition of Critical…
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Capacity Is Not Capability
The current American effort to rebuild domestic manufacturing rests on a dangerous misconception. Washington has become obsessed with…
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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: A Quiet Center of Gravity in the Next Rare Earth Supply Global Ordering
Governments and financial markets have spent the better part of a decade searching for the country that will…
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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…
