SCIENTIFIC INTELLIGENCE FOR DECISION-MAKERS
What happens at the frontier of science changes the rules of the game. Most people aren't reading it.
A fortnightly publication translating developments in physics, biology, mathematics and astronomy into actionable intelligence for investors and decision-makers in high-complexity sectors.
The monopoly is chemical
Rare earths aren’t rare. China’s monopoly is in separation chemistry and radioactive waste — not the mines. Here’s the bottleneck most coverage misses.
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The Fuel That Doesn’t Exist
Fusion energy has raised $15 billion in private capital. But the fuel that powers D-T reactors — tritium — has a global civilian supply of roughly 25 kg. Here’s what investors aren’t pricing.