RAW SCIENCE

Pensamiento crítico · Ciencia sin ruido

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Analyses published in Raw Science, organized by date and domain.

MATERIALS AND GEOPOLITICS

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

7 July 2026 · 30 min

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.

PHYSICAL SYSTEM

Niobium Phosphide and the Rise of Topological Semimetals

15 June 2026 · 11 min

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.

MATERIALS AND GEOPOLITICS

Copper and the energy transition: the potential physical bottleneck

Metals of the Electrification · 27 May 2026 · 30 min

To meet the Net Zero 2050 scenario, more copper must be produced over the next 25 years than humanity extracted between 1900 and 2021. However, ore grades in Chile have declined by 49% since 2000, lead times for new mine development exceed 17 years, and China controls 4...

MATERIALS AND GEOPOLITICS

Copper: Do we have substitutes?

Metals of the Electrification · 25 May 2026 · 51 min

Is the substitution of copper a viable pathway for sustaining global electrification? In the face of a projected supply deficit, the discourse surrounding technological alternatives frequently conflates tangible advancements with laboratory-stage hype. This article diss...