Vulcan Elements
The State as Shareholder, the Market as Spectator
March 25, 2026
Defense and Dual Use Drones: Leaders, Capabilities, and Supply Chain Reality
March 22, 2026
Hormuz: War as a System-Wide Cost Multiplier-And a Pathway Forward
March 20, 2026
USA Rare Earth: Mine-to-Magnet Ambition Meets Cost Creep and Milestone Risk
March 18, 2026
Rare Earth Permanent Magnets and the Industrial EV Boom
March 15, 2026
War Runs on Magnets: The 2027 DFARS Cliff Turns Rare Earths Into a Readiness Weapon
March 04, 2026
Bureaucracy as Strategy: The U.S. Critical Minerals Ecosystem Looks Busy-Not Resilient
February 23, 2026
Materials Week Europe 2026: A Magnetics Microcosm of the Global Rare Earth Supply Chain
February 20, 2026
The South Pacific Promise-and the Chokepoints That Decide Everything
February 10, 2026
Crony Socialism-or National Security Triage? The WSJ May Be Underestimating the Emergency
February 03, 2026
Wall Street Bets on a "White House Put" for Rare Earths ? Investors Should Still Read the Fine Print
February 03, 2026
Heavy Rare Earths, Heavy Expectations in $3.1b Deals: Why USA Rare Earth's CHIPS Moment Is Necessary-but Still Not Enough
January 26, 2026
