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The Mine Is Not the Bottleneck. The Refinery Is.
5/1/2026
Everyone's been watching the mining side of the rare earth story — who has deposits, who's permitting new projects, which country just announced a strategic reserve. That's the wrong place to look. The constraint that actually matters to procurement managers and defense contracto…
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The semiconductor industry spent years solving the wrong problem. Fabrication capacity expanded. Yields improved. Leading-edge nodes pushed forward. And yet, as Reuters reported, a…