Industry Trends
MOFCOM paused select export controls, easing gallium and graphite licensing, but dysprosium spot gains and sub‑average exports signal continued heavy…
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
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
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
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
The EU Critical Raw Materials Act turns OEMs into accountable supply-chain stewards. This briefing dissects new benchmarks, reporting duties and…
February 27, 2026
Methodological guide for assessing strategic materials offtake agreements, focusing on volume deliverability, disruption risk, and supply-chain resilience.
February 27, 2026
Materials Dispatch dissects why critical‑mineral friend‑shoring collides with China’s processing dominance, allied tariffs, CBAM, export controls and…
February 27, 2026
Framework for using lead-time, supplier behavior and price signals to anticipate strategic metals shortages and structure an early-warning system.
February 27, 2026