America Can’t Import Its Way out of the Critical Minerals Crisis

With challenges come opportunities. By better leveraging its partners and allies in the critical minerals race, Washington can breathe new life into its defense industrial base. The United States is,…

America Can’t Win the Minerals Race Without a 21st-Century Mining Workforce

For all the investments the Trump administration has made in reshoring the nation’s mineral supply chains, its investment in America’s mining schools may prove to be the most important.

Eco-Activists and Limited Water Supply Stall California’s Planned “Lithium Valley” Mine Project

Back in 2023, Gov. Newsom was touting the development of this resource as part of his Net-Zero vision.

The Ark-La-Tex may be leading America’s lithium race

The Ark-La-Tex lithium industry is in its infancy but has potential to revitalize rural and small-town economies – and that dovetails with the goals both of President Trump’s 2018 Rural Prosperity…

Nevada Discovery Could Rebuild America’s Tungsten Supply Chain

Hopefully, the administration, NASA, and 3PL can identify a technically credible accommodation that protects essential satellite work while allowing Americans to develop American resources responsibly.

Arizona’s Hermosa Mine Clears Final Federal Hurdle Under FAST-41

The Hermosa Project seems to be the first real-world test of whether Washington can finally balance national security priorities with some form of sensible environmental policy, all without the usual…

If This Lawsuit Succeeds, Global Business Changes Overnight

The U.S. benefits enormously from an open global economy and from the rule of law. Both depend on predictability. If courts blur the distinction between parent corporations and foreign subsidiaries,…

Appalachia Lithium Cache Could Power U.S. for Centuries

America is sitting on a lithium bonanza, from Arkansas brines to Appalachian pegmatites, but those world‑class reserves will mean little if Washington, D.C., and eco-activist bureaucrats keep strangling responsible mining…

America’s AI Advantage Runs into Trouble in the Strait of Hormuz

The Iran war has shown two things at once. It has shown that AI now matters at operational speed, and it has shown that the material base required to sustain…

Rare Earth Leverage and Pressure Points on U.S. Technological Power

The rare‑earth crisis is becoming a structural element of the global environment, shaping the resilience of the American technological and defense system. In the logic of the Yankee angle, the…

How China Dominates the World’s Critical Minerals Production

For the West, securing critical mineral supply without reliance on China requires more than just sourcing mines in friendly countries. It requires alternative processing capacity, substantial long-term supply agreements, and…

Will Canada unshackle itself in time? The global energy and minerals window of opportunity

Canada has to deal with some of the regulatory calcification we’ve let build up for some time, before we will be an attractive investment destination. We are still paralyzed by…

A New Way to Measure U.S. Energy Security

Given our current weak position in global mineral markets, shortages of copper, nickel, and neodymium that undermine the entire U.S. energy system may replace the oil embargos of the 1970s…

The Iran Oil Crisis + Australia’s Failed Green Energy Policies are Collapsing our Farming and Fishing Industries

Miners could be next.

Forging and vaulting ahead for critical minerals

The inaugural Critical Minerals Ministerial was aimed at strengthening global supply chains for minerals essential for advanced technologies, defense, AI, robotics, batteries, and autonomous devices. Attendees ran the gamut from…

Arkansas’ Lithium Jackpot: New Tech Turns Ancient Saltwater Into ‘White Gold’

“We estimate there is enough dissolved lithium present in that region to replace US imports of lithium and more.”

Trump Admin Uses Equity Stakes, New Mines to Secure Critical Minerals Supply Chain

Since the beginning of President Donald Trump’s second term, the administration has been aggressively pursuing the development of new mines for critical minerals and rare earths, wherever they can be found (and, in…

Dismantlement of South Africa’s Ferrochrome Industry

South African leaders must pivot to an energy agenda that accepts the present reality: Coal and natural gas are indispensable for industrial competitiveness – at least until affordable, reliable, on-demand…

Polysilicon: An Opportunity to Demonstrate ‘America First’

The United States does not need half-measures. It needs clear, uncompromising enforcement that restores domestic market confidence. A full prohibition on imports of Chinese-origin and -linked polysilicon and derivatives ensures…

Ignoring EV Pollution for Fake Climate Crisis

The mass evangelism for EVs and wind turbines is not a noble crusade to save the planet. It is a cynical ploy to enrich a small cadre of green-tech investors…