terbium
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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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Dr. Mark Andrich on CriticalMineralsPlatform.com Pricing and Forecast Model for the Critical Minerals Industry
Strategic importance is a political designation; price is a market fact. Much of today’s critical minerals policy proceeds…
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Heavy Rare Earths Are a Different Business
“Heavy rare earths are not simply ‘the last few elements.’ They are a specialty chemical business. And the…
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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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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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Jack-in-the-Stox: In Rare Earths, Bigger Isn’t Always Better
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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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…
