Lanthic

The next economy is physical. Building clearer, more transparent access to strategic metals for energy, AI infrastructure and advanced industry.

[Lanthic @Lanthichq]

@StGeorge_SGQ Grade matters, but so does what the leach produces. Ionic clay ends in a mixed carbonate, and separation is still the harder step

[Lanthic @Lanthichq]

Governments are also moving beyond policy into direct investment, infrastructure and strategic stockpiling.

The common thread: physical access is becoming increasingly strategic.

Read the first Physical Economy Brief: https://t.co/1x9BvwbBKT

[Lanthic @Lanthichq]

Introducing The Physical Economy Brief.
A weekly look at the developments shaping metals, strategic materials and the physical economy.

In our first edition:
• Copper supply security
• Rare-earth bottlenecks
• Strategic stockpiling
A few developments worth watching ↓

[Lanthic @Lanthichq]

Lynas Rare Earth is paying ~$672m for access to Meteoric's Caldeira rare-earth project in Brazil.

At the same time, Chinese gallium and dysprosium exports showed another month of extreme volatility.

Geological supply and accessible supply are not always the same thing.