Jack Lifton @ InvestorNews (Critical Minerals & Rare Earths)

Jack Lifton @ InvestorNews (Critical Minerals & Rare Earths)

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Veteran critical minerals analyst writing on rare earths strategy, policy, and market fundamentals.

The Critical Minerals Platform (CMP) Report: The Chokepoints Nobody Sees Until They Matter
NewsMay 29, 2026

The Critical Minerals Platform (CMP) Report: The Chokepoints Nobody Sees Until They Matter

The Critical Minerals Platform report warns that supply‑chain vulnerabilities now stem more from downstream bottlenecks than from raw‑material scarcity. Germanium surged over 20% as China tightened export licensing, while copper rose amid tightening Asian markets and heavy rare‑earth prices slipped...

By Jack Lifton @ InvestorNews (Critical Minerals & Rare Earths)
The Chemistry of Reality and the Rise of Rare Earth Wish Factories
NewsMay 25, 2026

The Chemistry of Reality and the Rise of Rare Earth Wish Factories

Rare‑earth processing remains a capital‑intensive, chemically complex supply chain that has changed little in six decades. Building a full domestic chain—from mining to alloy production—requires over $1 billion, strict environmental permits, and multi‑year qualification cycles. Incremental improvements in solvent‑extraction efficiency and...

By Jack Lifton @ InvestorNews (Critical Minerals & Rare Earths)
InvestorTalk Alert: Guy Bourassa From Scandium Canada Ltd. To Host on Tuesday, May 26, 2026, at 9:00 AM EST
NewsMay 25, 2026

InvestorTalk Alert: Guy Bourassa From Scandium Canada Ltd. To Host on Tuesday, May 26, 2026, at 9:00 AM EST

Scandium Canada Ltd. (TSXV: SCD) announced an InvestorTalk on May 26, 2026 featuring CEO Guy Bourassa. The firm recently closed a $17.3 million (≈$12.6 million USD) bought‑deal life offering, fully exercising its over‑allotment option, and granted 2.1 million stock options at $0.22 CAD (≈$0.16 USD) per share. It...

By Jack Lifton @ InvestorNews (Critical Minerals & Rare Earths)
Critical Minerals Institute (CMI) Summit 5: Critical Minerals and the New Industrial Order
NewsMay 18, 2026

Critical Minerals Institute (CMI) Summit 5: Critical Minerals and the New Industrial Order

The Critical Minerals Institute (CMI) Summit 5 in Toronto framed critical minerals as the backbone of industrial power, not just a mining niche. Executives and policymakers highlighted the geopolitical, defense, and technology dimensions of minerals like tungsten, antimony, and rare earths....

By Jack Lifton @ InvestorNews (Critical Minerals & Rare Earths)
How Critical Minerals Are Reshaping America’s Industrial Future
NewsMay 17, 2026

How Critical Minerals Are Reshaping America’s Industrial Future

The article argues that America’s critical‑minerals crisis stems not only from lacking rare‑earth sources but from the loss of the full supply‑chain—including chemical, metallurgical and manufacturing capabilities—required to produce permanent‑magnet electric motors. It highlights China’s coordinated buildup of these capabilities...

By Jack Lifton @ InvestorNews (Critical Minerals & Rare Earths)
“Twiggy” Pulling Out of Rare Earths? The Real Story Is Much Bigger.
NewsMay 11, 2026

“Twiggy” Pulling Out of Rare Earths? The Real Story Is Much Bigger.

Wyloo Metals, the private vehicle of mining magnate Andrew Forrest, has not abandoned the Yangibana rare‑earths project but has shifted from financing partner to 60% owner and operator. The firm recently sold its Neo Performance Materials shares for roughly C$165.5 million...

By Jack Lifton @ InvestorNews (Critical Minerals & Rare Earths)
Quantum Announces Participation in the Critical Minerals Institute (CMI) Summit
NewsMay 11, 2026

Quantum Announces Participation in the Critical Minerals Institute (CMI) Summit

Quantum Critical Metals Corp. announced its participation in the Critical Minerals Institute (CMI) Summit 5, scheduled for May 13‑14, 2026 in Toronto. CEO Marcy Kiesman will deliver a featured talk on the geopolitics of rubidium, gallium and cesium. The two‑day event convenes mining, defense,...

By Jack Lifton @ InvestorNews (Critical Minerals & Rare Earths)
Lewis Black of Almonty Industries to Headline CMI Summit 5 with Stark Warning on the Critical Minerals Talent Crisis
NewsMay 8, 2026

Lewis Black of Almonty Industries to Headline CMI Summit 5 with Stark Warning on the Critical Minerals Talent Crisis

Lewis Black, CEO of Almonty Industries, will headline CMI Summit 5 in Toronto with a keynote titled “No Team, No Tungsten, No Time: Mining’s Human Capital Crisis.” He will warn that a global shortage of skilled mining and metallurgical talent is...

By Jack Lifton @ InvestorNews (Critical Minerals & Rare Earths)
Feisal Somji of Sio Silica to Deliver Keynote at CMI Summit 5 on Securing North America’s Silica Supply Chain for...
NewsMay 8, 2026

Feisal Somji of Sio Silica to Deliver Keynote at CMI Summit 5 on Securing North America’s Silica Supply Chain for...

Feisal Somji, founder and CEO of Sio Silica, will headline CMI Summit 5 in Toronto with a keynote on using silica to secure North America’s supply chain during the Fourth Industrial Revolution. He will argue that ultra‑high‑purity silica is a strategic material...

By Jack Lifton @ InvestorNews (Critical Minerals & Rare Earths)
USA Rare Earth’s Dr. Alex Moyes on Serra Verde and the Race for Heavy Rare Earth Control
NewsMay 7, 2026

USA Rare Earth’s Dr. Alex Moyes on Serra Verde and the Race for Heavy Rare Earth Control

USA Rare Earth (NASDAQ: USAR) is prioritizing heavy rare earths, the most scarce segment of the market, by securing upstream assets and building processing capacity. The company’s newly acquired Serra Verde mine in Brazil is the only non‑Asian operation currently...

By Jack Lifton @ InvestorNews (Critical Minerals & Rare Earths)
Pini Althaus to Deliver Keynote at CMI Summit 5 on U.S. Government Policy and Strategy in the Global Race for...
NewsMay 5, 2026

Pini Althaus to Deliver Keynote at CMI Summit 5 on U.S. Government Policy and Strategy in the Global Race for...

Pini Althaus, CEO of Cove Capital, will deliver a keynote at the Critical Minerals Institute Summit 5 in Toronto on May 13, focusing on how U.S. government advocacy is reshaping access to critical minerals. His talk, “Securing Strategic Assets,” will examine financing...

By Jack Lifton @ InvestorNews (Critical Minerals & Rare Earths)
Ali Haji of American Tungsten Corp. To Speak on Restoring Domestic Tungsten Supply Amid Growing National Security Concerns
NewsMay 5, 2026

Ali Haji of American Tungsten Corp. To Speak on Restoring Domestic Tungsten Supply Amid Growing National Security Concerns

Ali Haji, CEO of American Tungsten Corp., will speak at the Critical Minerals Institute’s Summit 5 in Toronto on May 14, outlining the company’s plan to restore a domestic tungsten supply. He highlighted that China currently dominates the market, supplying roughly 80%...

By Jack Lifton @ InvestorNews (Critical Minerals & Rare Earths)
The Quiet Breakout: Carney and Canada Move Beyond U.S. Dependence
NewsMay 3, 2026

The Quiet Breakout: Carney and Canada Move Beyond U.S. Dependence

Mark Carney, Canada’s new prime minister, is steering the country away from its long‑standing economic dependence on the United States. He has launched a $25 bn sovereign‑style investment fund and accelerated trade diversification, especially in energy and critical minerals. These moves...

By Jack Lifton @ InvestorNews (Critical Minerals & Rare Earths)
Deep Sea Minerals’ James Deckelman on the Next Critical Minerals Frontier
NewsMay 1, 2026

Deep Sea Minerals’ James Deckelman on the Next Critical Minerals Frontier

Deep Sea Minerals Corp. is advancing into seabed mining of polymetallic nodules, focusing on the Clarion‑Clipperton Zone and the Cook Islands. CEO James Deckelman says rising demand for critical minerals, falling terrestrial ore grades and a new U.S.–Cook Islands strategic...

By Jack Lifton @ InvestorNews (Critical Minerals & Rare Earths)
Jack Lifton @ InvestorNews (Critical Minerals & Rare Earths) | Pulse