Global Commodity Issues Alert
The Chokepoint Economy: Critical Minerals, Export Controls and the New Architecture of Industrial Security
The security of critical-mineral supply depends on more than domestic ore reserves. Processing capacity, trade restrictions, logistics, qualification and recycling affect whether material becomes available to industry. This study synthesizes institutional evidence and proposes a Source-Process-Route-Qualify-Recycle framework for assessing vulnerabilities and investment responses. It distinguishes supply-chain resilience from national mineral self-sufficiency.
Read full paper (PDF)Research scope
critical minerals · export controls · refining · industrial security
Generative AI tools assisted with research organization, drafting and editing. The author reviewed the final manuscript and takes responsibility for factual verification, analysis, citations and conclusions. The author works in the natural-resources industry. This independent research represents personal views, not official positions of AGM Inc. or any other organization. No direct research-related financial conflict is disclosed. This research was personally funded by the author. No external research grant or institutional funding was received. No DOI, indexing or peer review claimed.