Recent content by DOC

China controls 100% of global cesium production through Sinomine. Hallgarten's 2025 report reveals strategic vulnerabilities & investment risks. Read the full article Written by: Daniel

New study shows hydrogen decrepitation can recover samarium cobalt magnets from scrap rotors, reducing critical material supply chain dependence. Read the full article Written by: Daniel

Strategic review of Craig Tindale's thesis on Western democracies' material impairment and China's dominance in critical minerals midstream processing. Read the full article Written by: Daniel

China's shift from production to consumption exposes contradictions in state-led planning. Why flexible economies may adapt better to demand-driven growth. Read the full article Written by: Daniel

Critical review of Craig Tindale's strategic thesis on Western material impairment and China's midstream processing capacity dominance in critical minerals. Read the full article Written by: Daniel

Trump admin takes equity stakes in U.S. mining firms to break China's critical minerals supply chain dominance. But can policy intent match output? Read the full article Written by: Daniel

China reframes energy transition as systems-integration challenge, asserting control over critical minerals supply chain including REEs at COP30. Read the full article Written by: Daniel

Analysis of automakers' NdFeB magnet dependence reveals legal frameworks miss critical ore-to-oxide bottlenecks in rare earth supply chain diversification. Read the full article Written by: Daniel

Squire Patton Boggs' legal framework for automakers overlooks the metallurgical bottlenecks in rare earth supply chain diversification. Read the full article Written by: Daniel

USA Rare Earth (USAR) builds U.S. magnet capacity with $400M+ cash but faces execution risks on feedstock security and Round Top development. Read the full article Written by: Daniel

Graphite One GPHOF announces elevated magnet REEs at Alaska deposit, but investor-relevant economics remain unproven in this speculative play. Read the full article Written by: Daniel

Energy Fuels (NYSE: UUUU) scales uranium production to 2M+ lbs/year while piloting rare earth separation—but 2026-2028 execution risk remains priced in. Read the full article Written by: Daniel

Italy's ambassador signals interest in Zimbabwe rare earth mining amid China's 90% control. Policy debate over nationalization vs foreign investment heats up. Read the full article Written by: Daniel

India launches 6,000 tpa NdFeB permanent magnets manufacturing scheme with 40% sales incentive & capital subsidy to reduce China's supply chain dominance. Read the full article Written by: Daniel

LS Cable & System explores rare earth permanent magnet plant in Chesapeake, Virginia—a strategic move to diversify away from China's 80-90% global dominance. Read the full article Written by: Daniel