The Dispatch

A 2026 ranking of non-Chinese gallium and germanium projects by readiness, capacity, defense relevance, and supply-chain risk.

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…

GaN vs SiC, decoded: SiC wins above 650V on thermal headroom, GaN wins on switching speed below it, while gallium supply tilts the long-term risk.

A few percent of dysprosium and terbium keep NdFeB magnets from losing half their coercivity at 150 °C — and sit at the supply chain’s weakest point.

An offtake agreement locks in future supply. Here is how analysts separate genuinely bankable take-or-pay tonnes from aspirational nameplate capacity.

Bench yields above 90% for gallium, germanium and rare earths fall to 70-80% at pilot scale. Impurities and solvent extraction, not geology, set the limit.

Gallium is 90%+ Chinese and SiC boules grow one slow wafer at a time: here is where the wide-bandgap chip supply chain actually breaks, mine to module.

Friend-shoring critical minerals sounds clean, but China still refines 70-95% of rare earths while allied projects target only thousands of tonnes a year.