Critical Minerals | Mitt Chen | The Equity of Expression

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Alternative assets, public markets, ownership risk, and long-term wealth durability Research and commentary by Mitt Chen

Deep Global Shift Radar – Power grid, missile defense, and critical minerals analysis (June 2026)

$17.5B Nuclear Loans + $35.3B THAAD Award + Rare Earth Export Controls: This Week’s Funded Commitments Expose the Next Layer of Supply Chain Pressure

This week’s Deep Global Shift Radar covers $17.5B in DOE nuclear supply-chain loans, a $35.327B THAAD multi-year procurement, and China’s rare earth export controls. Structural analysis of execution bottlenecks and supply chain durability using the CAE lens.

Mitt Chen

2 days ago5 min read

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