Rare Earth Metals
Washington Funds the Work Between Ore and Magnet
New laboratory selections target processing; the commercial test remains qualified material delivered to a customer.
Read the report →ENERGY • MATERIALS • SEMICONDUCTORS
Resources & Technology
The week in reporting and analysis. September 28–October 4, 2026.
Commodities
Petroleum weekly stock changes
million barrels
Sources: [1] EIA: Petroleum balance sheet, week ended September 25 · 2026-09-30
Oil and Grain Inventories Tell Different Stories
New U.S. releases show a petroleum product draw and a larger corn carryover; broad commodity labels conceal divergent balances.
Read the report →Semiconductor Hardware & Advanced Technology Infrastructure
Memory Spending Shows the Scale of the AI Buildout
Micron’s fiscal-year investment and SK hynix’s packaging demonstrations show why chip capacity must be judged across the whole system.
Read the report →Strategic Resources
Resource Security Extends Beyond the Mine
Federal recovery outreach and a new science funding call put processing capability, skills and technology into the supply-security debate.
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