
The Rare Earth Gambit – Part 2: The Processing Chokehold — China's Refinery Network and the IRA's Miscalibration
·1274 words·6 mins
Systemic Risk, Failure & Societal Impact
Critical Minerals
Rare Earth Elements
Lithium
Cobalt
Nickel
Supply-Chain
Processing Concentration
PCI
IRA
China
Resource Nationalism
Battery Supply Chain
Power, Policy & Dependency Structures
Systemic Fragility, Risk & Societal Impact
Externalities & Lifecycle Displacement
Design Trade-Offs & Optimization Limits
Applies the Processing Concentration Index to lithium, cobalt, nickel, and manganese to demonstrate that the IRA's critical minerals provisions are calibrated to the wrong chokepoint in the supply chain.









