THE BLOG
Deep technical analysis of NdFeB/SmCo magnets, dysprosium/terbium supply risk, processing routes, and engineering/operational tradeoffs in 2024–2025.
February 27, 2026
Methodological 10-step framework for mapping corporate exposure to strategic materials, from REEs to battery metals, with risk signals and failure modes.
February 27, 2026
Materials Dispatch argues stockpiles are a buffer, not a solution, as policy shocks, refining concentration and design choices will define OEM materials…
February 27, 2026
Strategic metals shocks are now governance events. How a dedicated materials risk dashboard reshapes OEM board oversight, compliance, and supply security.
February 27, 2026
In-depth technical analysis of gallium and germanium by-product dependency, China’s dominance, and the operational reality of the ‘tyranny of companion…
February 27, 2026
An operational and supply chain risk review of the Sheep Creek gallium–rare earths project in Montana, with focus on continuity, permitting, and China…
February 27, 2026
An operational due diligence review of Europe’s critical mineral processing bottlenecks, with a focus on continuity risks across lithium, REE, cobalt,…
February 27, 2026
Methodological guide for assessing strategic materials offtake agreements, focusing on volume deliverability, disruption risk, and supply-chain resilience.
February 27, 2026
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.
February 27, 2026