What I learned in Toronto
Three days at the ex-China rare earth industry’s own summit, and the most useful document produced by it is the program: twenty upstream panel seats against the four on the magnet makers’ panel, no Japanese magnet maker at all, and one tier-one supplier standing in for the entire end-user tier. Then the rule that starts asking where the iron was mined.
What is in this issue
2 items in the brief, 8 sources named and dated, 2 with a fact check against the supply chain atlas.
- Dispatch · Supply chainWhat I learned in Toronto
- Policy · DefenseWhat changes on 1 January 2027, and the clause that lets it not
Read it
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Your address, the date and which page you came from. Nothing else, no tracking pixel in the email, one click cancels for good, and it is never sold, rented or shared. Mondays, when the mailing is switched on — I am not going to pretend it already is, and this line changes the day it does. Until then new issues appear here and in the feed. Prefer to give no address at all? The feed carries the same summary you are reading and tells me nothing.
Work with Peculiar Materials
I do technical and commercial diligence on magnets, magnet manufacturing and rare-earth supply chains — the same reading that produces this digest, pointed at one question you actually need answered. Get in touch, or start with the supply chain atlas this digest maintains.