Coverage
Coverage map
Research domains sized by published work. Open any tile for the desk file on that topic.
17 live topics23 total topics129 articles published
Rare earths34
Latest · Oct 14, 2026China bought 77,000 tons of rare earths abroad this year. Laos just froze the next mine.
Copper19
Latest · Oct 17, 2026Tech companies want to own copper, not just buy it. Anglo says the talks are real and nobody has signed.
AI infrastructure17
Latest · Oct 16, 2026Google's Wyoming fuel cells run on a metal the world makes 80 tons of a year
Power & grid17
Latest · Oct 8, 2026Brazil's new ten-year energy plan budgets 3.7 GW for big loads. The data center queue alone is 26.2 GW.
Lithium6
Latest · Sep 8, 2026Brazil's Largest Lithium Mine Was Halted by a Radius, Not a Regulator
Sovereignty6
Latest · Sep 17, 2026Brazil's minerals council can meet in ten days. Its first tax credit lands in 2030.
Brazil5
Latest · Oct 13, 2026Both of Brazil's runoff candidates promise to process rare earths for the data center age. Neither program puts a number on it.
Critical minerals5
Latest · Oct 10, 2026Brussels fast-tracked 19 copper projects and left the financing to lenders. Washington's answer in Africa is to start buying equity.
Tungsten5
Latest · Sep 2, 2026The West's largest tungsten answer arrived with a cost number and a calendar. First metal is 2029.
US policy3
Latest · Sep 25, 2026Washington Put Seven Billion Behind an Argentine Minerals Corridor. Six of It Points at Gas.
Uranium3
Latest · Aug 22, 2026America broke ground on enrichment. The first new SWU arrives in 2032.
Niobium2
Latest · Sep 23, 2026CBMM sized the AI bet at R$13 billion. Two billion of it is already in the ground.
Cobalt2
Latest · Aug 7, 2026Congo reported no uranium output. Thousands of tonnes likely left in cobalt.
Gallium2
Latest · Oct 6, 2026Korea Zinc's Tennessee smelter would add 54 tons of gallium, 6 percent of last year's world output. It arrives in 2030.
Helium1
Latest · May 31, 2026The helium bottleneck the AI chip cannot engineer around
Germanium1
Latest · Jun 8, 2026Germanium doubled. The fiber binding an AI campus runs through one Chinese chokepoint.
Desk Note1
Latest · May 24, 2026Tantalum Strategy launches
China watch0
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Agribusiness0
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Defense supply0
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Graphite0
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Antimony0
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Iron ore0
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