Multiple topics, the first being the least interesting -- to me, anyhow.
Reading the charts here, I still worry that Trudeau might come back from the dead again.
https://rwmalonemd.substack.com/p/global-news-a-seahorse-dad-trudeau#media-d893bb86-d6d6-485f-926d-7ec346a870e7
"Let me give you a number that should end every argument about national security. 417 kilograms.
That's roughly how much rare earth material goes into a single F-35. A Virginia-class submarine needs about ten times that.
Now ask the question nobody in Washington wants to answer out loud: who controls the supply? The chokehold, metal by metal.
NdPr. Neodymium-praseodymium oxide is the heart of the super-magnet.
China controls about 90% of rare earth processing and 93% of magnet manufacturing. America has exactly one rare earth mine, Mountain Pass.
And Beijing has shown the leash. Export controls in April 2025. A harsher second wave in October 2025. That sec
https://mailchi.mp/wealthresearchgroup/brics-chokehold-intensifies-russia-china-and-greenland-critical