They keep telling us we have a “Rare Earth” shortage. That is technically false.
The world is swimming in Cerium and Lanthanum. You can dig that stuff up almost anywhere.
The real crisis—the one keeping defense planners up at night—is the **Heavies**.
**Dysprosium. Terbium.**
These are the “vitamins” that keep high-performance magnets from demagnetizing when a jet engine or an EV motor gets hot. Without them, the green transition (and modern defense) stops cold.
Right now, ~98% of the global supply comes from a specific type of clay in Southern China.
That isn’t a geological problem; it is a geopolitical chokehold.
We just released a new briefing on **The Heavy Weight**.
We break down the “Light vs. Heavy” split and explain why **Kainosite (K)** is Canada’s answer to breaking the monopoly.
**Read the full Intel Report here:**
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