THE BLOG
From gallium in bauxite to 300 mm SiC wafers and EV power modules, this deep dive maps WBG device supply chains, chokepoints, and operational risks.
February 27, 2026
Port congestion, export controls and insurer retreats are disrupting REE and PGM flows in 2026, forcing longer routings, higher logistics premia and…
February 27, 2026
Tech deep dive: the role of hafnium, tantalum, and other ‘niche’ tech metals in superalloys, capacitors and nuclear systems, and where real chokepoints…
February 27, 2026
Framework for embedding strategic materials risk into S&OP and FP&A, linking rare earths and battery metals disruptions to operational and financial plans.
February 27, 2026
Political shocks in 2026 (U.S. midterms, Myanmar/DRC coups, China export controls) are tightening heavy-REE supply, shifting sourcing toward…
February 27, 2026
Materials Dispatch dissects why critical‑mineral friend‑shoring collides with China’s processing dominance, allied tariffs, CBAM, export controls and…
February 27, 2026
Framework for designing a strategic materials risk index for supply chains, aligning concentration, geopolitical, price, and technology risks.
February 27, 2026
Framework for using lead-time, supplier behavior and price signals to anticipate strategic metals shortages and structure an early-warning system.
February 27, 2026
Data-led briefing on the top 10 signals that a strategic materials crisis is brewing, from silver deficits to export controls and delivery premiums.
February 27, 2026