THE BLOG
Operational continuity review of Lynas, MP Materials and key rare earth suppliers in 2026, focusing on logistics, regulatory risks and non-Chinese…
February 27, 2026
An in-depth briefing on the top 12 defense-critical systems most exposed to gallium and rare earths, with tonnage, bottlenecks and 2025 risk signals.
February 27, 2026
Analysis of how insurance, trade-credit and structured finance shape continuity and risk in rare earth, battery metal and precious metal supply chains.
February 27, 2026
Framework for a 10‑slide, 20‑minute C‑suite briefing on strategic materials, ranking risks, structuring evidence, and surfacing tradeoffs.
February 27, 2026
Legal-administrative disruptions—permitting backlogs, customs seizures, and court rulings—are compressing nickel, copper, lithium and precious metals…
February 27, 2026
Q2 2026 critical minerals early‑warning map: key hotspots by material, country & sector, plus scenarios, actions, and signals for operators & strategists.
February 27, 2026
Recycling for key strategic materials is growing, but physics and feedstock cap its role. A deep dive on flows, technologies, and real recovery limits to…
February 27, 2026
A hard-nosed breakdown of the top 10 critical materials myths procurement teams still believe, with 2024-2025 data, bottlenecks and risk tradeoffs.
February 27, 2026
North American rare-earth and critical-minerals capacity is accelerating: new processing, federal funding, and tailings extraction narrow dependence on…
February 27, 2026