Executive Summary
China controls 50-98% of critical metal refining capacity across rare earths, gallium, magnesium, and tungsten—creating an unprecedented strategic vulnerability for Western industrial capacity. Craig Tindale's Pentagon-reviewed analysis reveals that while the West focuses on mining locations, China has systematically captured the midstream processing that transforms raw materials into usable industrial inputs. This represents the ultimate manifestation of state capitalism versus stateless capita...
Key Investment Opportunity
Critical Materials Scarcity Play
Chinese dominance of midstream processing creates physical supply constraints independent of commodity cycles, with government-backed Western reshoring creating winners among early-stage processors
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