Tag
defense supply chains
Everything xin.bz has published on this topic — news, commodity deep dives, and future insights.
News ·
Zimbabwe's Antimony Export Restriction Turns Processing Capacity Into Strategic Power
Zimbabwe has placed antimony and tungsten behind a national gate, and the decisive contest is now over who finances the processing capacity — in a market where three countries mine 85% of world supply.
Commodity Deep Dive ·
Dysprosium Is the Heat-Resistance Rare Earth That Keeps High-Performance Magnets Working Under Stress
Dysprosium deep dive — the heat-resistance additive high-performance magnets depend on, fed by Chinese and Myanmar heavy-REE supply with separation capacity as the chokepoint.
Commodity Deep Dive ·
Neodymium Is the Magnet Rare Earth at the Center of Motors, Drones, Wind Turbines, and Defense Manufacturing
Neodymium deep dive — the magnet rare earth in motors, drones, wind turbines, and defense systems; China at 69% of mine output and MP Materials under a $110/kg U.S. price floor.
Commodity Deep Dive ·
Samarium Is the High-Temperature Defense-Magnet Rare Earth With a Second Strategic Role in Nuclear Systems
Samarium deep dive — the high-temperature defense-magnet rare earth behind samarium-cobalt, with a second strategic role in nuclear systems.