https://www.thebrownpaper.net/blog daily 0.75 2026-03-22 https://www.thebrownpaper.net/blog/the-inevitability-of-efficiency monthly 0.5 2026-03-22 https://www.thebrownpaper.net/blog/better-capitalism-recognising-that-the-market-is-the-market monthly 0.5 2026-02-20 https://www.thebrownpaper.net/blog/short-politics-long-infrastructure monthly 0.5 2026-02-12 https://www.thebrownpaper.net/blog/rebuilding-a-broken-market-rare-earths-and-a-new-market-infrastructure monthly 0.5 2026-02-11 https://www.thebrownpaper.net/blog/price-floors-market-signals-and-the-race-to-compete-with-china monthly 0.5 2026-02-01 https://www.thebrownpaper.net/blog/when-the-inputs-change monthly 0.5 2026-01-21 https://www.thebrownpaper.net/blog/using-tools-doesnt-remove-responsibility monthly 0.5 2026-01-20 https://www.thebrownpaper.net/blog/priced-but-not-investable-why-rare-earth-markets-failed-and-why-the-solution-is-being-engineered monthly 0.5 2026-01-15 https://www.thebrownpaper.net/blog/rare-earths-arent-rare-and-why-that-framing-devalues-the-material monthly 0.5 2026-01-08 https://www.thebrownpaper.net/blog/when-supply-no-longer-meets-demand monthly 0.5 2026-01-05 https://images.squarespace-cdn.com/content/v1/69329e4fa14aa60d3d9101a2/ec8d194c-fb96-4e52-adf8-4da401bbe57c/Picture+1.png Blog - WHEN SUPPLY NO LONGER MEETS DEMAND Notes to Chart: Chinese rare earth production quotas expanded steadily between 2015 and 2024, absorbing both domestic and external demand. In 2023, the issuance of three quota rounds rather than the usual two coincided with a sharp deceleration in demand growth following the COVID period, resulting in a pronounced price correction. Despite this temporary dislocation, the broader pattern illustrates how sustained supply expansion dominated price formation over the period. https://images.squarespace-cdn.com/content/v1/69329e4fa14aa60d3d9101a2/334d9bb7-2de0-4aeb-84ed-b3bc68318826/Picture+2.png Blog - WHEN SUPPLY NO LONGER MEETS DEMAND - Assuming a broadly balanced NdPr market at the end of 2024, differing demand and supply growth rates imply a widening latent supply–demand gap over the medium term. While realised volumes always clear, prices are set at the margin. Under constrained supply conditions, the price required to induce new capacity rises materially above the path implied by elastic supply assumptions. https://www.thebrownpaper.net/blog/nigerias-future-is-no-longer-a-theory-it-is-a-test-of-consistency monthly 0.5 2025-12-23 https://www.thebrownpaper.net/blog/recalibrating-riskfinancing-critical-supply-chains-in-a-changed-world monthly 0.5 2025-12-16 https://www.thebrownpaper.net/blog/from-market-cap-to-cash monthly 0.5 2025-12-11 https://www.thebrownpaper.net/blog/from-monopoly-to-duopoly monthly 0.5 2025-12-10 https://www.thebrownpaper.net/blog/strategy-isnt-policy monthly 0.5 2025-12-10 https://www.thebrownpaper.net/blog/lessons-from-mountain-pass-and-ngualla monthly 0.5 2025-12-11 https://www.thebrownpaper.net/blog/africa-at-the-centre-of-the-transition-economy monthly 0.5 2025-12-10 https://www.thebrownpaper.net/blog/who-got-it-who-gets-it-and-who-still-needs-to-smell-the-coffee monthly 0.5 2025-12-11 https://www.thebrownpaper.net/blog/from-complacency-to-panic-to-delusion-how-the-west-misread-chinas-pause monthly 0.5 2025-12-10 https://www.thebrownpaper.net/blog/qkekxls7aed426lqc6jw2pms6itwsw monthly 0.5 2025-12-10 https://images.squarespace-cdn.com/content/v1/69329e4fa14aa60d3d9101a2/e68327c2-9b1c-42a5-9e8b-c3a96b00addf/WAWRF+Picture+1.png Blog - Who Are We Really Fighting? The West? China? or the Markets Between Them - Make it stand out Figure 1: MP Materials’ short interest and liquidity flipped the market’s risk profile. As trading volume surged through October 2025, days-to-cover collapsed and shorting became risk-free — the trigger for what followed. https://images.squarespace-cdn.com/content/v1/69329e4fa14aa60d3d9101a2/11a69ae8-15a7-4353-a107-42277d0a0abe/WAWRF+Picture+2.png Blog - Who Are We Really Fighting? The West? China? or the Markets Between Them - Make it stand out Figure 2:Lynas, Pensana and AREC moved in lockstep with MP Materials. The sell-off spread globally across time-zones, driven not by fundamentals but by algorithms chasing correlation. https://images.squarespace-cdn.com/content/v1/69329e4fa14aa60d3d9101a2/b59fd44b-919f-4c47-a3b2-9cb6040f6696/WAWRF+Picture+3.png Blog - Who Are We Really Fighting? The West? China? or the Markets Between Them - Make it stand out Figure 3:After MP’s earnings release on 6 November, headline-scanning bots sold first, humans read later. Shorts were forced to cover, sending the whole group sharply higher — the mechanical rebound that marked the floor. https://www.thebrownpaper.net/blog/the-1-component-that-exposes-a-trillion-dollar-dependencynbsp monthly 0.5 2025-12-10 https://www.thebrownpaper.net/blog/from-control-to-optionalitynbspchinas-rare-earth-shift-and-the-wests-response monthly 0.5 2025-12-31 https://www.thebrownpaper.net/home daily 1.0 2026-01-19 https://www.thebrownpaper.net/contact daily 0.75 2025-12-09 https://www.thebrownpaper.net/about daily 0.75 2025-12-13 https://www.thebrownpaper.net/new-page daily 0.75 2025-12-31 https://www.thebrownpaper.net/archive daily 0.75 2025-12-31 https://images.squarespace-cdn.com/content/v1/69329e4fa14aa60d3d9101a2/1767175680892-F2YV503WFJMQ5O8APMOJ/unsplash-image-kZvrNBMh6Po.jpg Archive From Control to Optionality https://images.squarespace-cdn.com/content/v1/69329e4fa14aa60d3d9101a2/1767176138119-OADS2MZ4D3314A66W97X/unsplash-image-Zbw-eJU3YOI.jpg Archive https://images.squarespace-cdn.com/content/v1/69329e4fa14aa60d3d9101a2/1767349131445-AVMDRQ24FT9MS13UV66P/ChatGPT+Image+Jan+2%2C+2026+at+11_18_05+AM.png Archive WHEN SUPPLY NO LONGER MEETS DEMAND https://images.squarespace-cdn.com/content/v1/69329e4fa14aa60d3d9101a2/1768425152082-E13SXTHHOLBAVQX1QT0U/ChatGPT+Image+Jan+14%2C+2026+at+10_12_05+PM.png Archive