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Jack Lifton on the real challenge of China Incorporated on the global supply of rare earths

China’s recent re-enactment of its export “prohibition” list illustrates the differences between the impact of the West’s “financial globalization” and of […]


Gianni Kovacevic with John Kaiser on China and Deglobalization of the Rare Earths Industry

“What enabled China to do so well was this whole concept of globalized trade…It became a thing of who can […]


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 […]


Jack Lifton and Pini Althaus on USA Rare Earth’s mine to magnet strategy

“You have formally announced a mine to magnet strategy. In the rare earths business, we have seen this before, in […]


American Industrial Policy Regains its Mojo

The U.S. Federal Department of Energy has taken a significant step in the creation of an American industrial policy for […]


The US rare earth vulnerability and mammoth battery supply disconnect

The most startling act of cognitive dissonance in the mining space in this day and age is amongst those investors […]


Lynas – Barbarians at its Gate?

It’s easy in all the euphoria currently swirling in the Lithium to forget that Rare Earths and Lithium were mentioned […]


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