Anna K.

How China’s rare earth and BeiDou supply chains underpin both Israeli missile defense and Iranian strike capabilities, and what this means for defense…

China’s MOFCOM Announcement 61 redefines REE supply chains at a 0.1% threshold — enforcement paused to Nov 27, 2026. What it does and who it hits.

As China’s suspension of its gallium, germanium, antimony and superhard materials export ban expires on 27 Nov 2026, the real test is whether Western…

An analytical briefing on Project Vault’s $10bn critical minerals stockpile and the 55‑nation framework, with price supports, scope, and operational…

Ford’s 2025 Explorer halt over rare earth magnets, dysprosium and terbium spot spikes, and McKinsey demand projections signal a structural shift in EV and…

How DoD’s $9.5B equity push into rare earths and missile propulsion is reshaping industrial policy, governance risk, and critical minerals supply chains.

Australia deploys price-banded critical mineral reserves, a $200M Arafura stake, and the VHM–Shenghe split to decouple rare earths, gallium & antimony…

Albemarle’s $4B Kemerton shutdown shows Western lithium hydroxide refining is structurally uncompetitive vs China, even as AI data centers lift 2026…

Ammonium perchlorate oxidizer bottlenecks, DPA Title III limits, and the Pentagon’s $1B L3Harris convertible reshape Western missile surge capacity.

India holds major rare earth reserves but lags badly in output. This briefing dissects new policies, IREL’s role, and operational risks for global supply…

China’s rare earth dominance is built on processing, not geology. An in-depth look at reserves, refining control, export policy, and operational risks to…

The US holds 1.9M tonnes of rare earth reserves but sends most processing to China. Why Mountain Pass and MP Materials alone can’t close the gap.

Greenland hosts major rare earth reserves but no production. A grounded briefing on projects, uranium politics, logistics, and long-term supply-chain…

Analysis of DRC cobalt mining, export quotas and artisanal flows, and why supply dominance has not translated into durable pricing power heading into 2026.

EU’s 2030 CRMA demands 10% extraction, 40% processing, 25% recycling — but the funding, permitting and supply gap is widening, not closing.

The EU’s CRMA sets a 15% rare earth recycling target by 2030. We map the gap between legal ambition and real recycling capacity — nobody is on track.

Yttrium is the overlooked bottleneck in aerospace and semiconductors. After China’s 2025 export controls, the supply crisis is no longer hypothetical.

Myanmar’s Kachin mines feed ~90% of dysprosium through China. What breaks when that supply chain goes dark — EV motors, wind turbines, defense magnets.

F-35 jets carry hundreds of kilos of rare earths in NdFeB and SmCo magnets — most sourced from China. Full breakdown of content and supply exposure.

In-depth technical analysis of neodymium (NdFeB) magnet supply chains, Europe’s dependency on China, and the industrial constraints shaping EV and wind…