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Critical Resources

Commodities like rare earths and semiconductors shaping industrial ETFs, with price volatility tied to geopolitical supply risks.

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The Sixth Field - Dispatch #004

Sep 30, 2025

Quantum Navigation | DePIN Redundancy | AI-Led C2 | Resource Enclosures

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The Rare Earth Enclosure

Sep 19, 2025

Strategic control is upstream. China is securing it.

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China's Rare Earth Export Grip Tightens

Sep 8, 2025

Supply chains bend where resource chokepoints are held.

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AI Chip Controls Reshape the Chessboard

Aug 29, 2025

Navigating the evolving controls placed on AI chip exports and design.

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Rare Earth Revolutions: Redrawing Resource Geography

Aug 28, 2025

Critical minerals are now the frontline of strategic competition.

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Silicon Sovereignty: The AI Chip Race Heats Up

Aug 25, 2025

Semiconductor supply chains are the frontline of technological sovereignty.

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Japan Activates Strategic Rare Metal Reserve

Aug 22, 2025

Resource security is no longer theoretical. It is operational.

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