Lanthic research

Insights

Research on the physical economy.

Lanthic studies metals, strategic materials, supply chains, energy, industrial capacity and the geopolitical forces shaping access to them.

Lanthic — The Physical Economy Brief. Weekly research on metals, markets and strategic materials, over a layered metallic mineral formation.
The Physical Economy Brief

Copper Supply, Rare Earths and the Race for Physical Access

China’s copper-supply requests, Brazilian rare earths and volatile critical-metal flows point to a common theme: access to physical supply is becoming strategic.

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Research archive