critical minerals

The category includes inputs such as rare earths, graphite, and scandium used in batteries, magnets, and aerospace parts. Deposits alone do not create supply; mining, separation, refining, processing, and customer qualification all have to work. Concentrated refining capacity means a small export restriction can interrupt final-product output.

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• Watch America's $3 Billion Critical-Minerals Promise Is Not All Grant Money Serenity (@aleabitoreddit) · 2026-08-07
• Watch China's rare-earth magnet exports to the US sink to lowest monthly average since 2021, despite October truce The Kobeissi Letter (@KobeissiLetter) · 2026-07-22