Anna K.

Executive pre-brief for Q2 2026 on critical minerals: rare earths, copper, nickel, lithium, graphite and cobalt. Key risks, scenarios and actions for…

MOFCOM paused select export controls, easing gallium and graphite licensing, but dysprosium spot gains and sub‑average exports signal continued heavy…

Which 12 materials are most exposed to China’s 2026 export controls? Data-led ranking of risks, quotas and real supply options for industry.

A ranked briefing on the top 10 non-Chinese gallium and germanium projects by readiness, capacity and risk for defense and semiconductor supply chains.

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.

Technical analysis of China’s critical minerals export playbook from gallium and germanium to rare earths, graphite and tungsten, and its supply-chain…

The EU Critical Raw Materials Act turns OEMs into accountable supply-chain stewards. This briefing dissects new benchmarks, reporting duties and…

Technical deep dive on GaN vs SiC for power electronics: device physics, switching and reliability, plus gallium vs silicon carbide supply chain…

Materials Dispatch dissects how US FORGE tools and EU CRMA rules are creating a patchwork minerals regime with distinct operational and compliance risks.

Deep technical analysis of NdFeB/SmCo magnets, dysprosium/terbium supply risk, processing routes, and engineering/operational tradeoffs in 2024–2025.

Methodological 10-step framework for mapping corporate exposure to strategic materials, from REEs to battery metals, with risk signals and failure modes.

Materials Dispatch argues stockpiles are a buffer, not a solution, as policy shocks, refining concentration and design choices will define OEM materials…

Strategic metals shocks are now governance events. How a dedicated materials risk dashboard reshapes OEM board oversight, compliance, and supply security.

In-depth technical analysis of gallium and germanium by-product dependency, China’s dominance, and the operational reality of the ‘tyranny of companion…

An operational and supply chain risk review of the Sheep Creek gallium–rare earths project in Montana, with focus on continuity, permitting, and China…

An operational due diligence review of Europe’s critical mineral processing bottlenecks, with a focus on continuity risks across lithium, REE, cobalt,…

Methodological guide for assessing strategic materials offtake agreements, focusing on volume deliverability, disruption risk, and supply-chain resilience.

US export controls, Chinese curbs on Japan, and a tranche of non‑Chinese mine ramps are reshaping rare earth logistics and compliance through 2026–27.

An operational review of US, EU, Japan, and Korea strategic metals stockpiling programs, focusing on continuity, logistics, and supply chain risk.

Belgium’s intensified 2025–26 anti-smuggling actions and customs data reveal disrupted REE, antimony and cobalt transshipments via Antwerp/Liège—raising…