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The Separation Lever: Rare earths, solvent extraction, and the chemistry behind China’s export controls
Materials and Geopolitics

The Separation Lever: Rare earths, solvent extraction, and the chemistry behind China’s export controls

This analysis investigates China's rare earth export controls through the lens of industrial chemistry and environmental externalities. It details how solvent extraction and lanthanide contraction created a refining monopoly, quantifies the historical "environmental sub...

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Critical thinking · Science without noise
Claims → Data Assumptions → Uncertainty Models → Context Headlines → Magnitude

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Materials and Geopolitics

The Overfeed: How the Russian Enrichment Ban will Raise Uranium Demand

Everyone watches Kazakhstan's 40% of uranium mining. But the real leverage sits in the middle of the fuel cycle: enrichment, where Russia holds ~40–46% of capacity, and a hidden operational dial can swing global uranium demand by tens of thousands of tonnes.

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→ Niobium Phosphide and the Rise of Topological Semimetals

A year after a Stanford breakthrough showed ultrathin niobium phosphide beating copper, the semiconductor industry is rapidly advancing topological semimetals. Discover how these directional conductors are poised to solve the nanoscale energy crisis in AI data centers.

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