Systemic Fragility, Risk & Societal Impact

A four-part forensic series introducing the Processing Concentration Index (PCI) to reveal that the critical mineral supply chain's true vulnerability sits in the processing layer — a chokepoint three times more concentrated than mining, and one that current mineral security policy was designed not to measure.

Examines how resource-rich nations are using domestic processing mandates to capture value from refining, and traces the PCI response to this structural shift in the global critical minerals balance.

Audits the Minerals Security Partnership and bilateral mineral agreements against the PCI data to evaluate what is actually being secured versus what policy statements claim.

Applies the Processing Concentration Index to lithium, cobalt, nickel, and manganese to demonstrate that the IRA's critical minerals provisions are calibrated to the wrong chokepoint in the supply chain.

Maps the critical mineral requirements of lithium-ion battery manufacture and establishes the supply chain geography that Processing Concentration Index analysis must navigate.

A three-part forensic series introducing the Displacement-Adjusted Job Count (DAJC) metric to demonstrate that EV transition investment announcements systematically overcount job creation by excluding the drivetrain supply chain displacement they create.

Examines the gap between collective bargaining agreements and the economic geography of EV supply chains, and the structural limits of just transition frameworks in protecting workers outside direct OEM employment.

Applies the DAJC formula to four documented EV transition cases to produce the net job displacement figure that investment announcements systematically omit.

Introduces the Drivetrain Labour Intensity Ratio and constructs the DAJC formula by tracing the labour content of ICE and EV drivetrains through the tiered supply chain.

A four-part forensic series applying the Non-Exhaust Particulate Fraction (NEPF) metric to expose the tire, brake, and road abrasion emissions that dominate automotive PM₂.₅ output in both combustion and electric vehicles — entirely outside the regulatory frameworks that defined the transition to clean vehicles.