THE BLOG
Executive pre-brief for Q2 2026 on critical minerals: rare earths, copper, nickel, lithium, graphite and cobalt. Key risks, scenarios and actions for…
February 27, 2026
MOFCOM paused select export controls, easing gallium and graphite licensing, but dysprosium spot gains and sub‑average exports signal continued heavy…
February 27, 2026
Which 12 materials are most exposed to China’s 2026 export controls? Data-led ranking of risks, quotas and real supply options for industry.
February 27, 2026
A ranked briefing on the top 10 non-Chinese gallium and germanium projects by readiness, capacity and risk for defense and semiconductor supply chains.
February 27, 2026
Analysis of the EU Critical Raw Materials Act 2030 targets, why 10% extraction and 40% processing look structurally out of reach, and what signals matter.
February 27, 2026
Technical analysis of China’s critical minerals export playbook from gallium and germanium to rare earths, graphite and tungsten, and its supply-chain…
February 27, 2026
The EU Critical Raw Materials Act turns OEMs into accountable supply-chain stewards. This briefing dissects new benchmarks, reporting duties and…
February 27, 2026
Technical deep dive on GaN vs SiC for power electronics: device physics, switching and reliability, plus gallium vs silicon carbide supply chain…
February 27, 2026
Materials Dispatch dissects how US FORGE tools and EU CRMA rules are creating a patchwork minerals regime with distinct operational and compliance risks.
February 27, 2026