Jonathan Pierce

Dr. Jonathan Pierce has become one of the few analysts specializing in rare earth elements and critical minerals, combining his PhD in Geology from Colorado School of Mines with years working on rare earth processing technology. His academic research focused on separation chemistry for rare earth elements before he worked for Molycorp during its attempt to compete with Chinese rare earth dominance. After witnessing that company's struggles firsthand, Jonathan pursued his MBA from Berkeley Haas and transitioned to analyzing the critical minerals sector. He understands the complex processing required to separate rare earth elements, the environmental challenges, and why China dominates this strategically important supply chain. Jonathan excels at evaluating rare earth mining projects, assessing processing capabilities, and understanding end-market demand from permanent magnets, catalysts, and polishing compounds. He was early to recognize that geopolitical concerns would drive Western governments to support domestic rare earth supply chains. His analysis covers rare earth miners, processing companies, and the technology companies dependent on these materials. Jonathan also tracks lithium, graphite, cobalt, and other critical minerals essential to clean energy and advanced technologies. Based in Denver, he brings technical expertise to analyzing this niche but increasingly important sector.