Analysis of China’s role in global energy and industrial value chains. Topics include manufacturing capacity, critical materials, technology leadership, domestic policy and strategic dependencies affecting international markets.
Lithium for batteries dominates the debate. Yet very specific lithium streams are becoming critical for advanced nuclear. Natural lithium (7.5% Li-6 and 92.5% Li-7) is perfectly fine for EVs because only chemical purity matters, not isotope ratio. However, isotopes are considered differently in the nuclear sector ▶️ In fission, Li-7 […]
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Over the last few days, several updates have put Myanmar and the Terbium (Tb) and Dysprosium (Dy) supply chain back in the spotlight. Because Dy/Tb boost magnet strength at high temperature, they are essential for magnets used in EV drivetrains, wind turbines, and defense systems… ➡️ The Myanmar→Yunnan corridor is […]
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