Tag
export controls
Everything xin.bz has published on this topic — news, commodity deep dives, and future insights.
Commodity Deep Dive ·
Terbium Is the Ultra-Scarce Magnet Additive Whose Value Comes From Heat, Efficiency, and Supply Concentration
Terbium deep dive — the ultra-scarce magnet additive priced on heat performance and supply concentration, fed by Chinese and Myanmar heavy-REE feedstock.
Commodity Deep Dive ·
Antimony Is the Flame Retardant and Ammunition Metal That One Country Refines — and Licenses on Its Own Terms
Antimony deep dive — 110,000 t of world mine supply with China, Russia, and Tajikistan at 85.5%, Chinese smelters holding above 85% of refining capacity, dual-use export licensing, and metal at $51,800/t.