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Jack Lifton on Rare Earth Supply Chains and Value Chains

Rare earth sector analysts have finally recognized that a project’s place in a total supply chain is very important to […]


The Top 5 Rare Earths Companies for 2021

Looking ahead into 2021 (click here for the 2020 Year-in-Review in the Rare Earths market), first a quick review of […]


The 600 pound gorilla in the room – welcome, Lynas Rare Earths

In the rare earths space, it is the 600 pound gorilla, but we mean that in a positive way. Investors […]


Jack Lifton on MP Materials (Molycorp) Return

“Molycorp spent $1.8 billion to redevelop the (Mountain Pass) mine and vertically integrate that output through a separation plant to […]


The Rare Earths Market in Review – June 2020

“I think Energy Fuels is serious about going into the rare earths business. What I was told is that they […]


As Chinese rare earths’ stock prices rally, pressure rises for the rest of the world…

Rising US-China tension has resulted in some rare earths’ stock prices rising sharply, particularly those in China. Given the recent […]


Jack Lifton on the biggest move by the US Federal Government in the rare earths space

“What has happened finally with the US government is that they have recognized the supply chain problem and that we […]