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Executive pre-brief for Q2 2026 on critical minerals: rare earths, copper, nickel, lithium, graphite and cobalt. Key risks, scenarios and actions for…
LATEST DISPATCHES
MOFCOM paused select export controls, easing gallium and graphite licensing, but dysprosium spot gains and sub‑average exports signal continued heavy…
February 27, 2026
Which 12 materials are most exposed to China’s 2026 export controls? Data-led ranking of risks, quotas and real supply options for industry.
February 27, 2026
A ranked briefing on the top 10 non-Chinese gallium and germanium projects by readiness, capacity and risk for defense and semiconductor supply chains.
February 27, 2026
Analysis of the EU Critical Raw Materials Act 2030 targets, why 10% extraction and 40% processing look structurally out of reach, and what signals matter.
February 27, 2026
Technical analysis of China’s critical minerals export playbook from gallium and germanium to rare earths, graphite and tungsten, and its supply-chain…
February 27, 2026
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