by rsilva_below_the_noise | Jun 5, 2026 | Articles
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...
by rsilva_below_the_noise | Apr 28, 2026 | Articles
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....
