Research / Critical Minerals desk
STANDING DESK · MIN
Critical Minerals.
The minerals desk tracks the export-control regimes and midstream processing chokepoints that govern critical-mineral supply, where refining capacity, not ore, sets the constraint.
REPORTS: 3
WATCHLIST: 4 INDICATORS
COLLECTION: CONTINUOUS
LAST PUBLICATION: 2026-07-08
01 · STANDING WATCH
STANDING WATCHLIST
MOFCOM licensing cadenceELEVATED
Western separation capacity buildoutWATCH
Indonesian downstreaming enforcementSTEADY
Magnet-feedstock premiumsWATCH
Brent Crude$73.1/bbl
MARKET DATA · T4 · THROUGH 21 JUN 2026
SCOPE
Export-control regimes, midstream processing, supply-chain chokepoints.
MONITORED CONTINUOUSLY AGAINST THE APPROVED SOURCE ALLOWLIST.
PUBLISHED WHEN THE EVIDENCE SUPPORTS A JUDGMENT.
PUBLISHED WHEN THE EVIDENCE SUPPORTS A JUDGMENT.
02 · THE DESK RECORD
Every report this desk has published.
| 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 |
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