The Subsidy Mirage

Podcast: The Cassandra Files · The Architect

Opublikowano: 2026-08-28

This episode is AI-generated. Content warning: discusses death/grief. THE FILE The archive activates on 28 August 2026. We pull the Q3 ledger on MP Materials, the supposed champion of the American rare earth renaissance. They sell the promise of a fully integrated mine-to-magnet supply chain. The numbers reveal a geopolitical shell game built on unsold inventory and wet concrete. THE THEME Mineral Security is the quiet, grinding arms race of our era. Nations carve up the earth's crust to hoard the magnetic dust that powers next-generation...