critical mineral security — 9DASHLINE

From Galleons to Gigawatts: How China’s Solar Machine Made Silver Strategic

Written by Jason Togut

The history of silver has not come full circle, but it has begun to rhyme. Ming China pulled silver across the Pacific because its fiscal system created enormous monetary demand. Modern China pulls silver into factories because its industrial system creates enormous technological demand.

Emerging Issues9DLSeptember 4, 2026Jason Togut, From Galleons to Gigawatts: How China’s Solar Machine Made Silver Strategic, 9DASHLINE, China, silver market, photovoltaics, solar pv, solar panels, solar panel industry, critical minerals, silver supply, silver mining, silver demand, silver use in photovoltaics, China's industrial policy, critical mineral security

China’s tungsten export controls on Japan are backfiring

Written by Jing Ge

China’s controls are changing Japan’s political calculus: dependence on Chinese supply is no longer just a commercial risk but an economic-security vulnerability.

Emerging Issues9DLJuly 24, 2026China’s tungsten export controls on Japan are backfiring, Jing Ge, 9DASHLINE, Japan, China, tungsten, export controls, dual-use, critical mineral security, rare earths, tungsten recycling, tungsten scrap, supply chain security, tungsten processing, Economic Security Promotion Act

China's dominance in Myanmar's rare earth resources: A growing risk for global supply chains

Written by Ophelia Yumlembam

Given the Quad’s and the EU’s ongoing efforts to build resilient and diversified critical mineral supply chains, a more proactive and coordinated approach with other like-minded global actors is urgently needed — before China further consolidates its dominance over Myanmar’s REE resources and, by extension, the global REE supply chain.