知らなかったことから始める
そこからどこへでも →すべては一本の連鎖
全サプライチェーン →ほぼすべての物理的製品の背後に、同じ九つのステージがある。各ステージをクリックすると、その内容を確認できる。
実際の地名を入れた、同じサプライチェーン
チリの露天掘り坑から電線まで——銅1トン。品位0.5%の鉱石、別大陸の製錬所、そして途中で回収される金とテルル。 追う →
一つの貨物を、越境地点ごとにたどる
すべての輸送経路 →ベネズエラの超重質原油とサウジアラビアのアラブ・ライト原油はいずれも「石油」だが、一方はほぼどこでも精製できる。素材を選び、産地を選び、各越境地点での保有者を確認しよう。
Venezuelan extra-heavy crude to diesel, asphalt and aluminium anodes
Oil so thick it will not flow down a pipe, and cannot be refined by most refineries on Earth.
Saudi Arab Light to petrol, almost anywhere
The same commodity, a fraction of the effort — because of what the molecule is.
Alberta oil sands: mined like ore, refined like oil
The only oil in the world that is dug up with a shovel and graded like an orebody.
Chilean brine to a battery in a car
The ore is water. The first year and a half of processing is done by the sun, for free.
Australian spodumene to a battery, the fast way
Eight weeks instead of eighteen months, at the cost of a great deal more energy.
New Caledonian laterite to stainless steel
An island that smelts its own ore, and pays for it with the most expensive electricity in the industry.
Indonesian laterite to a battery cathode
A country that banned raw ore exports and built the processing industry instead.
Chilean sulfide concentrate to Chinese cathode to a wire
Chile mines the most copper in the world. China refines the most. Those are not the same sentence.
または、国境なしで同じサプライチェーンを見る
世界が不足している素材
重要鉱物の完全なリスト →重要度フラグ（指定元： USGS Mineral Commodity Summaries 2026. 主要生産国のシェアは同一出典による2025年推計値である。
Niobium
A metal that makes steel much stronger when added in tiny amounts — a few hundred grams per tonne changes the whole alloy.
Caesium
The softest metal, liquid on a warm day, and the element that defines the second.
Vanadium
A metal that makes rebar dramatically stronger in tiny doses, and that can also store electricity dissolved in a tank of liquid.
Tantalum
A dense metal whose oxide layer stores charge extremely reliably, which is why it is in the capacitors of anything that must…
Lutetium
The last and densest rare earth, used in the crystals that detect gamma rays inside a PET scanner.
Chromium
The element that makes stainless steel stainless — at about eleven percent chromium, steel grows an invisible film that stops…
Boron
An element that makes glass resist thermal shock, fibreglass strong, and — with iron and neodymium — the strongest magnets…
Samarium
The rare earth in the magnet that works where neodymium cannot: very hot, or very cold, or in a place that must not corrode.
三つの入り口
最新レポート
全ニュース →各媒体の見出しと要約を掲載し、それぞれ原文へリンクしている。記事の転載は行わない。
White Hydrogen Drilling Push Gains Momentum Across Three Continents
Scientists and start-ups believe naturally occurring hydrogen could be the next major geological breakthrough, unleashing huge amounts of hydrogen to power the clean energy transition.…
Tungsten surge transforms Northcliff’s Sisson economics
The open-pit operation would produce 598,000mtu of tungsten trioxide annually, plus 4.2 million lb. of molybdenum.
SW US mine rush collides with water limits
Washington’s push to mine more copper and lithium in the U.S. Southwest is running into a harder limit than permitting: whether projects can secure enough water to operate for decades...…
SW US CEO chat: Gunnison Copper seeks government cash and partner
Gunnison Copper’s (TSX: GCU; US-OTC: GCUMF) role in helping reduce U.S. dependence on imported red metal now turns more on how it’s financed than on the rocks in Arizona. Backed... The post…
SW US mine rush collides with water limits
The gap between a legal right and a secure physical supply is becoming more apparent in the US critical mineral production.
End of a dollar-centered world nears, gold to replace some bonds, fund manager says
We're in a very early part of a generational boom market in commodities, says Willem Middelkoop.
US Forest Service signs off on South32 Hermosa’s mine plan in Arizona
Hermosa hosts one of the world’s largest undeveloped zinc deposits, a battery-grade manganese deposit and the emerging Peak copper discovery.
Tungsten surge transforms Northcliff’s Sisson economics
Northcliff Resources’ (TSX: NCF; US-OTC: NCFFF) new feasibility study for the Sisson tungsten-molybdenum project in New Brunswick puts its post-tax value at more than four times the cost to…