The Dispatch

Methodological guide to scoring supplier resilience for strategic metals using a 0–100 rubric anchored in financial health, geopolitics, ESG and KPIs.

China’s 2025 export licensing has cascaded into 2026 price spikes, force‑maure notices and arbitration. This brief explains supply impacts, legal…

Technical deep dive into U.S. gallium, germanium and rare earth processing flowsheets, unit operations, bottlenecks, and emerging separation technologies.

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.

Port congestion, export controls and insurer retreats are disrupting REE and PGM flows in 2026, forcing longer routings, higher logistics premia and…

Tech deep dive: the role of hafnium, tantalum, and other ‘niche’ tech metals in superalloys, capacitors and nuclear systems, and where real chokepoints…

Framework for embedding strategic materials risk into S&OP and FP&A, linking rare earths and battery metals disruptions to operational and financial plans.

Political shocks in 2026 (U.S. midterms, Myanmar/DRC coups, China export controls) are tightening heavy-REE supply, shifting sourcing toward…

Materials Dispatch dissects why critical‑mineral friend‑shoring collides with China’s processing dominance, allied tariffs, CBAM, export controls and…