#supply-chain

China's export restrictions on rare earths have sent prices to record highs, disrupting global supply chains for EVs and medical devices. The move highlights dangerous dependencies in critical mineral markets.

AI's insatiable appetite for memory chips is creating unprecedented supply shortages, giving Chinese manufacturers a golden opportunity while forcing even Apple to shuffle its product roadmap.

HALEU fuel monopoly, safety deregulation concerns, and persistent cost challenges reveal the gap between nuclear ambitions and reality.

India launches a $166 million critical mineral recycling program to reduce dependence on China, targeting 40,000 tons of annual recovery. A deep dive into the geopolitical chess game reshaping global supply chains.

VP-elect Vance signals price floor system for critical minerals to counter China's market dominance. Will this strategy reshape global supply chains or backfire on clean energy transition?

Japan successfully retrieves rare earth mud from 6km deep Pacific waters near Minamitorishima. A potential game-changer in breaking China's rare earth monopoly?

FPT and Viettel partner to create Vietnam's domestic chip value chain, targeting 28-32nm AI edge computing chips as the nation aims to climb global tech supply chains.

The US is courting Vietnam and Indonesia, among other Board of Peace members, to join its Pax Silica semiconductor supply chain initiative, revealing a strategic pivot from humanitarian to economic goals.

Japan launches ambitious deep-sea mining project to reduce rare earth dependence on China. What it means for global supply chains and tech competition.

Japan-China tensions drive gallium and tungsten prices to historic peaks as Beijing's export restrictions reshape global supply chains and industrial strategies.

670,000 power outages and thousands of flight cancellations reveal how vulnerable our interconnected economy really is.