Recent content by Deven

Please post an assessment of where this necessary HREE supply (dysprosium, terbium, etc.) can come from in the next two years for the developing US mag manufacturing capacity... 1) Will HREE recycling (Printed Circuit Boards / e-Waste, NdFeB Magnets. SaCo Magnets, Batteries, Florescent bulbs...

Why global ITAD is stranded in the Gulf https://resource-recycling.com/analysis/2026/03/16/why-global-itad-is-stranded-in-the-gulf/?oly_enc_id=1794I4314467H9V "For much of the past decade, Dubai has quietly displaced the old north-south “dumping ground” pattern, emerging instead as a far more...

https://investorhub.metalliuminc.com/announcements/7446879 March 15, 2026 Metallium CEO Letter to Shareholders / Half-year Report Highlights: “During the period, substantial progress was made across construction, infrastructure and operational readiness at the Gator Point facility.” “As...

An insightful discussion well worth watching... How Innovation Can Secure U.S. Supply Chains www.youtube.com/live/kLKnmrXS0Do?si=9ODNEFKZG2ln9pFy&t=2190 36:30 Heidi Crebo-Rediker - Senior Fellow, Center for Geoeconomic Studies, Council on Foreign Relations; Coauthor, Council Special Report...

Council on Foreign Relations Report: Leapfrogging China’s Critical Minerals Dominance How Innovation Can Secure U.S. Supply Chains February 2026 www.cfr.org/reports/leapfrogging-chinas-critical-minerals-dominance www.youtube.com/live/kLKnmrXS0Do Highlights: "The United States cannot...

Metallium Limited Texas Technology Campus Scale-Up Advancing toward 8,000 tpa PCB processing capability in 2026 https://investorhub.metalliuminc.com/announcements/7429105 Highlights: Stage-1 capacity target: ~20 tonnes/day of inbound PCB feedstock, 8,000 tonnes per annum (TPA). Stage-2...

Ucore Accelerates Commercial Preparation for Samarium and Gadolinium in light of possible Defense Supply Chain Shortages March 6, 2026 https://ucore.com/ucore-accelerates-commercial-planning-for-samarium-and-gadolinium-oxides-as-defense-supply-chains-face-urgent-shortages/ Advancing in...

Mar 5, 2026, Crux Investor Interview with Michael Walshe, CEO, Metallium Ltd www.youtube.com/watch?v=FKzROQRhbUg

Cove Capital / AHQ Advance U.S.-Saudi Critical Minerals Cooperation https://www.businesswire.com/news/home/20260304458196/en/Cove-Capital-and-AHQ-Sign-Strategic-MOU-to-Advance-U.S.-Saudi-Critical-Minerals-Cooperation Highlights: "MOU establishing a formal framework for collaboration between...

Understanding Chinese Espionage www.youtube.com/watch?v=YAZezL0VbAY "We don't have the resources to keep up with this... We are not structured to be able to contend with it."

"Billion Dollar Thumbdrive" containing Tesla source code stolen by China. Enormous volumes of stolen data now super-charging Chinese AI models. www.youtube.com/watch?v=KhQQRg8lrAo www.harpercollins.com/products/the-great-heist-david-r-sheddandrew-badger?variant=43738689273890

Another insidious effect of dominating in critical minerals, advantaging domestic industry, funding related R&D and innovation, and encouraging outright corporate espionage. Ironic that the Chinese now look to be able to browbeat the rest of the world with intellectual property protections...

"Rare earth shortages worsen in US aerospace, chips despite trade truce, sources say" https://www.reuters.com/business/aerospace-defense/rare-earth-shortages-worsen-us-aerospace-chips-despite-trade-truce-sources-say-2026-02-26/?lctg=695ed65f65ca3c19e600d114 [Posting here to demonstrate the...

Zimbabwe bans exports of all raw minerals and lithium concentrates, cites malpractices February 25, 2026 https://www.reuters.com/world/africa/zimbabwe-bans-exports-all-raw-minerals-lithium-concentrates-2026-02-25/?lctg=695ed65f65ca3c19e600d114 Highlights: "Zimbabwe has suspended exports of...

And, as I'm sure you are completely aware of, but it's worthwhile to explicitly state because I think the uninitiated don't always follow the full consequence,... the advantage lies not just narrowly in dominance of the mineral extracting/processing industries, but in the ability to wield and...