Mining & Manufacturing.
The minerals desk reads the export-control regimes and processing chokepoints that govern critical-mineral and industrial-material supply, where refining and fabrication capacity, not raw extraction, sets the real constraint, with coverage expanding upstream into mining and downstream into manufacturing as the desk grows.
Export-control regimes and processing chokepoints, where refining and fabrication capacity rather than extraction sets the constraint.
PUBLISHED WHEN THE EVIDENCE SUPPORTS A JUDGMENT.
China's hold is on processing, not on mining. The two get confused constantly.
China's share of world production, by mineral and by stage. Where the measured stage is refining or smelting the share approaches totality: 99 percent of low-purity gallium, 88 percent of refined bismuth. Where it is mining, the share collapses: 3 percent of nickel, under 1 percent of cobalt. A supply strategy aimed at mines addresses the column that was never the constraint.
Every report this desk has published.
THE DESK CODE IS MFG, AND EVERYTHING PUBLISHED FROM NOW ON CARRIES IT. NOTHING ALREADY PUBLISHED IS RENUMBERED.
| NO. | DATE | REPORT | STATUS |
|---|---|---|---|
| AIG-MIN-26-003 | 2026-07-08 | The Rare-Earth MidstreamWhy Refining, Not Mining, Sets Supply | CURRENT |
| AIG-MIN-26-002 | 2026-06-03 | The Critical Mineral Export Control StackFour Simultaneous Regimes, One Bottleneck Architecture, and the Compliance Reality No Single Counsel Reads End to End | CURRENT |
| AIG-MIN-26-001 | 2026-05-26 | Critical Minerals Under PressureChina's Export Controls and the Race for Alternative Supply | CURRENT |
Turn this coverage into a decision.
The published record is the visible output of standing collection. Commission the desk against your book, fleet, or position, and the same discipline reports to you alone.
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