The Dispatch

Western fighter jets carry hundreds of kilos of rare earths in NdFeB and SmCo magnets. Analysis of F-35 content, supply risks, and defense rare earth…

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

Lithium oversupply is peaking into 2025. This briefing dissects 2026 lithium price forecasts, China’s refining dominance, and which supply chains remain…

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…