Market Opinion
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Rebuilding the American Rare Earth Industrial Base
The rare earth supply chain has become one of the most strategically consequential—and structurally misunderstood—industrial systems in the…
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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 Critical Minerals Platform (CMP) Report: The Chokepoints Nobody Sees Until They Matter
In the critical minerals business, supply disruptions do not always begin at a mine. Sometimes they begin in…
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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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Critical Minerals Report (05.24.2026): National Security Moves Downstream
The critical minerals sector spent the past week confronting a reality that many policymakers continue to resist publicly:…
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Critical Minerals Institute (CMI) Summit 5: Critical Minerals and the New Industrial Order
The ballroom at Toronto’s historic National Club felt less like a conventional mining conference and more like a…
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How Critical Minerals Are Reshaping America’s Industrial Future
As a long-time observer and participant in the research and development of the global rare earth products utilization…
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The Quiet Breakout: Carney and Canada Move Beyond U.S. Dependence
There is a quiet but profound shift underway in North America—one that markets have not yet fully priced,…
