2025-05-13
90-day US–China truce called as narrative fog.REE export controls tightened June–December 2025.
Confirmed
The Mongolia–China corridor is a live case. Physical flows, policy execution, and market pricing diverge. Mapped before consensus catches up.
The corridor is useful because the mechanism is visible: one dominant buyer, concentrated routes, conversion outside the mine gate. The method travels beyond the corridor.
Flows and friction can be observed before the market settles on a story.
The work follows systems that cannot flex: physical, regulatory, capital, or time.
Calls are published first, then judged against outcomes.
Why owning the license is not the same as owning the asset.
Why upstream diversification misses HF, magnets, and the midstream.
Border throughput against downstream absorption.
Regulatory suspension without physical reconnection.
Washington holds compute. Beijing holds materials.
Sixteen years across finance, trading, board work, and resource mandates. MSIQ is the public ledger for a wider habit: find the mechanism, size the edge, protect downside.
Independent research on critical minerals, corridor flows, and midstream risk.
Corporate development and project structuring across copper, gold, and molybdenum assets.
Investment banking coverage through Mongolia's resource expansion cycle.
MS, Risk Management.