China
Underwriting the Magnet War: Australia Reaches for Price Floors
January 12, 2026
The Magnet Chokepoint: China's Dy/Tb Lever and the West's Likely Coming EV & Defense Supply Shock (2026-2030)
January 02, 2026
China's Exclusive Export List for Critical Metals (2026-2027): Who's In-and Why It Matters
January 15, 2026
Ganfeng Lithium's Insider Trading Case Escalates, Western Supply Chain Implications Loom
January 12, 2026
China's Rare Earth Mastery, Revisited - What The New York Times Gets Right, and What It Still Misses
January 01, 2026
China's Processing Chokepoints Exposed: A New Network Study Maps Microelectronics Supply-Chain Risk
January 12, 2026
Africa's Critical Minerals Are Still Cost-Competitive-But the Cost Curve Is Steepening
January 01, 2026
U.S.-China Tensions Are Rewiring Energy Markets-and Reinforcing China's Critical Minerals Leverage According to Report
January 12, 2026
Turning Waste into Supply: New Study Shows How Rare Earth Tailings Can Possibly Close the Loop
January 12, 2026
New Energy Policy Study Links Oil Shockwaves to China's Rare Earth Export Dial
January 01, 2026
China's Heavy Rare Earth Paradox
January 12, 2026
India's Auto Optimism Meets a Hard Mineral Reality
January 12, 2026
