The Dispatch

Lynas and MP Materials anchor 25-33% of non-Chinese rare earth supply in 2026, but a 10,000-tonne NdPr deficit keeps the whole system dangerously brittle.

Gallium and rare earths sit deep inside 12 top US defense systems, from the F-35 to Aegis destroyers. Here is where the supply risk bites hardest first.

Q2 2026 critical minerals early‑warning map: key hotspots by material, country & sector, plus scenarios, actions, and signals for operators & strategists.

Battery recycling capacity grew ~50% in 2023, but lithium recovery stalls at 40-60% and scrap lags. Mining stays dominant for strategic metals to 2030.

An executive brief on the minerals financing pivot: FORGE, EXIM, DFC, EIB, price floors and what they mean for critical minerals supply chains.

Executive-grade brief on China’s antimony export controls, price shock, and Western defense & battery supply-chain exposure, with key risks and…