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The monopoly is chemical

The monopoly is chemical

Why the rare earth crisis has almost nothing to do with mines — and what that misreading costs anyone allocating against it Below The Noise · Issue 003 · June 2026 In April 2025, Beijing placed seven rare earth elements under export licensing. In October it added five...
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The Fuel That Doesn’t Exist

Fusion energy has a supply chain problem that $15 billion in venture capital has not yet priced correctly Below The Noise — Issue 001 April 2026 There is a number that almost nobody in the fusion investment community is talking about seriously: 20 kilograms....