Current briefings on tariff changes, China export controls, rare earth markets, and Gulf disruption — written for manufacturers, not analysts. Free to download.
China's Wave 2 rare earth export controls are suspended until November 10, 2026. When the suspension expires, controls activate simultaneously on additional materials AND the equipment used to process them. Seven months is not much runway.
On April 2, Section 232 tariffs were restructured to apply to the full value of all steel and aluminum derivative articles. For manufacturers sourcing metal components from China, effective rates now reach 53%. Most operators haven't re-run the numbers.
Q1 2026 was the quarter rare earth supply chain risk stopped being theoretical. Terbium up 116% quarter-over-quarter. NdPr establishing a new baseline. China's Wave 1 licensing regime proved more disruptive than anticipated. Full price summary across 9 elements with export control status and US producer updates.
The follow-up quarter: tracking where terbium, dysprosium, and NdPr prices settled after Q1's volatility, and what Wave 1 licensing patterns predict ahead of the Wave 2 deadline.
A category-by-category look at which inputs have viable domestic sourcing today versus which are years away — grounded in named suppliers, not generic reshoring optimism.
What reshoring actually costs once you account for capital investment, labor, and ramp time — and where the math works today versus where it doesn't yet.
Why electric motor manufacturers are more exposed to rare earth export controls than they realize, and which magnet-dependent components to map first.
What the Hormuz closure means for fertilizer feedstocks, plastics, petrochemicals, and specialty coatings — and the lead-time math manufacturers are getting wrong.
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