The Dispatch

Framework for designing a strategic materials risk index for supply chains, aligning concentration, geopolitical, price, and technology risks.

Framework for using lead-time, supplier behavior and price signals to anticipate strategic metals shortages and structure an early-warning system.

Data-led briefing on the top 10 signals that a strategic materials crisis is brewing, from silver deficits to export controls and delivery premiums.

Operational continuity review of Lynas, MP Materials and key rare earth suppliers in 2026, focusing on logistics, regulatory risks and non-Chinese…

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.

Analysis of how insurance, trade-credit and structured finance shape continuity and risk in rare earth, battery metal and precious metal supply chains.

Framework for a 10‑slide, 20‑minute C‑suite briefing on strategic materials, ranking risks, structuring evidence, and surfacing tradeoffs.

Legal-administrative disruptions—permitting backlogs, customs seizures, and court rulings—are compressing nickel, copper, lithium and precious metals…

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