Case Study
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
Deep technical analysis of NdFeB/SmCo magnets, dysprosium/terbium supply risk, processing routes, and engineering/operational tradeoffs in 2024–2025.
February 27, 2026
An operational and supply chain risk review of the Sheep Creek gallium–rare earths project in Montana, with focus on continuity, permitting, and China…
February 27, 2026
In-depth technical analysis of gallium and germanium by-product dependency, China’s dominance, and the operational reality of the ‘tyranny of companion…
February 27, 2026
An operational due diligence review of Europe’s critical mineral processing bottlenecks, with a focus on continuity risks across lithium, REE, cobalt,…
February 27, 2026
An operational review of US, EU, Japan, and Korea strategic metals stockpiling programs, focusing on continuity, logistics, and supply chain risk.
February 27, 2026
Deep dive on graphite vs silicon anodes: material physics, energy density, supply chains, and the evolving risk map for EV and battery manufacturers.
February 27, 2026
Operational review of China-Plus-One mining jurisdictions in Africa and Latin America, assessing continuity risks, logistics, and geopolitical exposure.
February 27, 2026
Independent review of 12 key rare earth and critical metal separators/refiners outside China, focusing on 2024–26 operational continuity and supply risk.
February 27, 2026