The Dispatch

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

Analysis of China’s MOFCOM Announcement 61, the 0.1% Chinese-origin REE threshold, suspended enforcement to Nov 27 2026, and supply-chain implications.

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.