Case Study

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.

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

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

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

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

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…