Critical minerals: from frameworks to groundbreakings, and price floors next
A year after the US-Australia critical minerals framework, projects are breaking ground and allies are designing price floors. What it means for builders.
Fluxa First Venture Studio
Geopolitics
Geopolitics from Fluxa First: 3 articles for founders and investors building hard tech.
Allied capital, American fabs: what Japan's pledge means for mature-node chips
Japan's first chip project under its US investment pledge funds two GlobalFoundries fabs in New York. What allied capital means for builders.
Rare earths and the calendar: Nov. 10, Jan. 1 and the long middle
China's rare earth controls, a Nov. 10 deadline and a Jan. 1, 2027 Pentagon sourcing ban are colliding. A measured look at what it means for hard-tech supply chains.