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Can the West Free Itself from China's Control of Critical Elements? (3/3)

Part 3 of 3. A price floor already paying out, a magnet plant that does not open until 2028, and a deadline in ten weeks.

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Sep 7, 2026

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China’s Timeline to Controlling the Periodic Table (2/3)

Part 2 of 3. Beijing added a rung every time Washington tightened, and never took one back down.

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Sep 4, 2026

China Controls the Periodic Table & Our Core Industries

Part 1 of 3. China answered the chip war from the bottom of the technology stack, and the chokepoint is the furnace, not the mine.

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Aug 30, 2026

West Wants Nuclear for AI. Russia Controls the Fuel.

Reactors are switching back on for AI Infra and clean power. The fuel to run them still runs through Moscow.

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Aug 23, 2026

Founder’s Talk Podcast by Silicon & Steel

Aug 12, 2026

Founder's Talk Ep 03: Your AI agents need a harness. Meet the founders building it...

Jul 29, 2026

Founder's Talk Ep 02: Your cargo travels blind. Meet the founder trying to fix it.

Jul 14, 2026

Founder's Talk Ep 01: One in three trucks runs empty. Meet the man trying to fix it.

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Why Your Prescription Keeps Running Out

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Jul 2, 2026

When the Wires Cost More Than the Chips

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Jun 25, 2026

Cheap Sunlight, Expensive Rockets - Cost Breakdown of Space AI Data Centers

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Jun 17, 2026

I Investigated 370 Pages of SpaceX’s IPO Filings So You Don’t Have To. The Record $75B Raise Isn’t Really About Rockets

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Jun 10, 2026

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Can the West Free Itself from China's Control of Critical Elements? (3/3)

Subscribe to Silicon & Steel.

China’s Timeline to Controlling the Periodic Table (2/3)

China Controls the Periodic Table & Our Core Industries

West Wants Nuclear for AI. Russia Controls the Fuel.

Founder's Talk Ep 03: Your AI agents need a harness. Meet the founders building it...

Founder's Talk Ep 02: Your cargo travels blind. Meet the founder trying to fix it.

Founder's Talk Ep 01: One in three trucks runs empty. Meet the man trying to fix it.

Subscribe to Silicon & Steel.

Why Your Prescription Keeps Running Out

When the Wires Cost More Than the Chips

Cheap Sunlight, Expensive Rockets - Cost Breakdown of Space AI Data Centers

I Investigated 370 Pages of SpaceX’s IPO Filings So You Don’t Have To. The Record $75B Raise Isn’t Really About Rockets

Become a Subscriber

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