After 1 January, a waiver comes with a plan
An executive order from July turns the January waiver into one contractor’s plan with a deadline attached, and the 48,000 metric tons traveling with it is the whole economy’s demand rather than the defense gap.
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.
- Policy · DefenseAfter 1 January, a waiver comes with a plan and a deadline
- Magnets · CompanyThirteen machines in Pohang, and a starting point the annual report doesn’t carry
- Plus the full log — 0 companies and themes gone through one at a time — and 1 leads checked and dismissed.
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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.