Blog
Insights & Analysis
Market commentary, research notes, and strategic analysis on critical metals, rare earth elements, and global supply chains from Procyon Metals.
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Physical Strategic Metals: Custody, Purity, and Resale Risk Framework
11 Jun 2026
Methodology for assessing physical strategic metals through deliverable form, assay, allocated custody, title transfer, and resale network depth.
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Samarium-Cobalt in Defense: Thermal Advantage, Material Trade-Offs, and Supply Chain Risk Framework
7 Jun 2026
A practical framework for understanding samarium-cobalt in defense: SmCo5 vs Sm2Co17, thermal performance, and supply chain risk in samarium and cobalt.
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Strategic Metals Storage: Jurisdictions, Custody Models, and Failure Modes Compared
6 Jun 2026
A comparison framework for strategic metals storage across Geneva, Singapore, and Delaware, covering custody, audits, insurance, and exit pathways.
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China Rare Earth Export Quota Framework: What MIIT and MNR Actually Control
4 Jun 2026
A concise explainer of China’s rare earth quota framework, covering MIIT, MNR, SOE producers, export controls, and what the regime does and does not limit.
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The Hidden Bottleneck: A Supply-Chain Risk Framework for Critical Minerals Refining
1 Jun 2026
Operational framework for analyzing critical minerals refining risk across rare earths, lithium, cobalt, and graphite, with qualification and compliance…
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Rare Earth Supply Chain Resilience: Mine-to-Magnet Bottlenecks, Qualification Evidence, and Failure
31 May 2026
A practical framework for assessing rare earth supply chain resilience across mine, separation, magnet qualification, offtake evidence, and failure modes.
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What Is Neodymium? A Supply Chain Framework for the Magnet Metal Behind EVs and Wind
30 May 2026
Operational explainer on neodymium, NdPr oxide, NdFeB magnets, and why EV and wind demand creates concentrated supply chain dependencies.
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DPA Title III Critical Minerals Funding: How the Pentagon’s Industrial Base Tool Actually Works
29 May 2026
An executive explainer on DPA Title III critical minerals funding, including legal authority, award structures, and what announced projects reveal.
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Top 10 Structural Differences in Critical Minerals ETFs: REMX, LIT, COPX, BATT Compared
27 May 2026
A deep comparison of REMX, LIT, COPX, and BATT by methodology, country exposure, miner-processor mix, and concentration.
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USGS 2025 Critical Minerals List Update: Copper, Uranium and Metallurgical Coal Added to Federal
26 May 2026
USGS has expanded the 2025 US critical minerals list to 60 minerals, broadening federal supply-chain, permitting and research priorities.
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Mine-to-Magnet Risk Mapping: Where Western Rare Earth Supply Chains Hold and Fail
25 May 2026
Operational framework for mapping mining, separation, metallization, alloying, and magnet bottlenecks across the Western rare earth supply chain.
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What Is Gallium? Supply Concentration and Export Control Risk Framework
23 May 2026
A practical framework for analyzing gallium uses, supply concentration, GaN exposure, and the structural impact of China’s 2023 export controls.
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What Is Terbium? A Supply Risk Framework for the Heavy Rare Earth Behind EV Magnets
22 May 2026
Operational framework for analyzing terbium supply risk: Dy pairing, southern China concentration, magnet and phosphor uses, substitution, recycling.
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Solvent Extraction vs Ion Exchange in Heavy Rare Earth Separation: The Scale–Selectivity Trade-off
21 May 2026
Why solvent extraction dominates bulk heavy rare earth separation, where ion exchange still matters, and what evidence makes either route credible.
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What Dysprosium Is and Why It Matters: A Supply-Chain Risk Framework
21 May 2026
Operational framework for dysprosium uses, heavy rare earth concentration, magnet dependence, substitution limits, and recycling constraints.
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Overlooked Rare Earth Elements: A Supply Risk Framework for Yttrium, Europium and Gadolinium
18 May 2026
A practical framework for tracking yttrium, europium and gadolinium supply risk, end uses, export-control exposure and NdPr blind spots globally.
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Critical Minerals Price Volatility: A Supply Risk Interpretation Framework
17 May 2026
Framework for reading critical minerals price volatility through refining concentration, export controls, by-product dependency, and delays.
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Critical Metals Explained: A Supply Chain Risk Framework for Family Offices and Physical Commodity
16 May 2026
Operational framework for critical metals risk: concentration, processing chokepoints, export controls, traceability, custody, and due diligence.
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Heavy Rare Earths: A Risk Framework for Dysprosium, Terbium, and High-Temperature Magnet Dependence
16 May 2026
Practical framework for assessing dysprosium and terbium supply risk across EVs, wind, defense, and high-temperature magnets.
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Critical Metals Supply Resilience: Exposure Mapping, Failure Modes, and Decision Signals
15 May 2026
A practical framework for analysing critical metals exposure, supplier concentration, failure modes, and resilience signals in global supply chains.
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Rare Earth Supply Resilience: A Public Risk Framework for NdPr, Dysprosium and Terbium
15 May 2026
A public framework for assessing rare earth supply chain risk across NdPr and heavy magnet metals, from processing chokepoints to compliance.
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Project Vault Critical Minerals: Why 5N Gallium, Germanium, and NdFeB Supply Still Runs Through
15 May 2026
Project Vault reveals why U.S. critical mineral stockpiles may still depend on China-refined gallium, germanium, cobalt, and NdFeB inputs.
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Rare Earth Magnets Supply Chain: Risk Framework for NdPr, Dysprosium and Terbium
15 May 2026
Operational framework for assessing NdPr, Dy, and Tb supply-chain concentration, failure modes, and demand signals across EVs, wind, robotics, and defense.
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NdPr, Dysprosium and Terbium in Rare Earth Magnets: Why <95% Separation Yield and <5% Recycling
15 May 2026
Technical explainer on NdPr, dysprosium and terbium in rare earth magnets, covering separation, magnet making and global supply-chain risk today.
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Physical Strategic Metals Due Diligence: A Framework for Purity, Custody, Documentation, and Resale
15 May 2026
A practical framework for assessing purity, documentation, custody, storage, insurance, liquidity, and counterparty risk in physical strategic metals.
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Critical Minerals Stockpiling: Physical Custody, Rotation and Material Suitability Framework
15 May 2026
A practical framework for critical minerals stockpiling, covering custody, rotation, documentation and why magnets and graphite are harder to hold.
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Rare Earth Recycling and Urban Mining: A Supply-Risk Framework for NdPr, Dysprosium and Terbium
15 May 2026
A neutral framework for assessing rare earth recycling, magnet feedstocks, traceability, and the limits of urban mining in NdPr and Dy-Tb.
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Rare-Earth-Free Motors After the 180 kW SynRM Milestone: Real Diversification or Expensive
15 May 2026
Rare-earth-free motors are credible in select uses, but permanent magnet motors still dominate where torque density, efficiency and packaging matter most.
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US and EU Rare Earth Projects: A Supply-Chain Risk Framework for Reading Mine-to-Magnet
15 May 2026
A practical rare earth projects due diligence framework for US and EU supply chains, from mining and separation to metals, magnets, permitting, and…
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Samarium-Cobalt Magnets to 550°C: The Defense-Grade Magnet Story Beyond NdFeB
15 May 2026
Why samarium-cobalt magnets matter in defense and aerospace, where SmCo beats NdFeB on heat, corrosion, and stability, and where supply risk sits.
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Project Vault and the Critical Minerals Paradox: What IT Leaders Need to Do Now
3 May 2026
Project Vault highlights an uncomfortable truth for US business leaders: reducing dependence on Chinese critical minerals may require buying from China first....
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Securing Defense Supply Chains: Burn-Rate to Resilience
29 Apr 2026
Turn fast munition consumption into business resilience. Map metal/supplier risk in 5 days, close compliance gaps in 30.
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Securing Your Supply: Business Resilience for Critical Metals
29 Apr 2026
Equip your organization to manage critical metals risk: map exposures, diversify suppliers, secure contracts, and measure resilience to protect margins.
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Securing Rare Earth Supply: Strategic Playbook for Business Leaders
29 Apr 2026
Learn how to stabilize rare earth costs, mitigate geopolitical risks, and secure critical materials through supply diversification, smart contracts, and…
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Physical Strategic Metals: Storage, Purity, Liquidity and Resale Checklist
27 Apr 2026
Why this guide? Physical strategic metals can play a role in portfolio diversification, treasury protection, or supply assurance, but the business risk sits in...
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Neodymium, Praseodymium and Dysprosium: The Magnet Metals Behind EVs, Wind Power and Defense
27 Apr 2026
Magnet metals are no longer a niche materials topic. They sit at the center of EV efficiency, wind turbine reliability, and defense readiness. This explainer...