Critical minerals: lithium, rare earths, uranium. China processes most of the world's rare earths and battery materials; an export licence regime is a policy lever on every EV, turbine, and missile.
What to watch: Chinese export controls; lithium carbonate; uranium spot. It arrives weekly, and the effect typically lasts years.
It sits in tier 2 — Directional: Moves the index for days or weeks. Scheduled data releases, policy decisions, global spillovers, and the prices of money and energy. This is the tier most professional attention is spent on.
Its neighbourhood
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