Market Opinion
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CMR Podcast (07.22.2026): The West Cannot Mine Its Way to Security
The critical minerals debate still begins in the wrong place too often. Western governments count deposits, announce financing…
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Critical Minerals Report (07.22.2026): China Determines the Critical Minerals World Order as Trump Raises the Stakes
China does not need to stop a Western factory to control it. It needs only to decide whether…
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America Cannot Order a Supply Chain into Existence
President Donald Trump’s July 20th executive order, Securing America’s Defense Supply Chains and Ensuring Domestic Acquisition of Critical…
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Capacity Is Not Capability
The current American effort to rebuild domestic manufacturing rests on a dangerous misconception. Washington has become obsessed with…
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Germany’s Automotive Reckoning and America’s Industrial Illusion
“Germany must learn software. America must relearn manufacturing. China already combines both—and industrial leadership will belong to the…
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Malaysia: A Quiet Center of Gravity in the Next Rare Earth Supply Global Ordering
Governments and financial markets have spent the better part of a decade searching for the country that will…
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Malaysia and Indonesia: Test Cases for China’s Global Rare Earth Control
“China’s objective is no longer merely to dominate rare earth production at home. It is to control the…
