Foundational Perspective · Pulling the Thread
A Mine Is Not a Supply Chain.
Recycling is not reintegration. And recovering materials does not rebuild industrial capability.
Read Pulling the ThreadThe Evolution of Technology Stewardship
Explore the opening themes of our editorial series, from hidden value chains to the resources already in circulation. These questions help frame the Alliance’s emerging research agenda.
Foundational Perspective · Pulling the Thread
Recycling is not reintegration. And recovering materials does not rebuild industrial capability.
Read Pulling the Thread
The opening issue examines how specialization and globalization made the products of technology easier to see than the relationships supporting them. What does it take to bring the full value chain back into view?
Recognition · Bringing invisible value chains into view Read Issue 001
Strategic dependencies reveal how a small number of materials and processes can affect vast areas of economic activity.
Discovery · The dependencies beneath the product Read Issue 002
Critical materials are scarce, but valuable resources are already embedded in technology across the economy.
Recovery · The value already in circulation Read Issue 003
The follow-up examines the growing recognition of recoverable critical materials as strategic resources, connecting retired technology with industrial and national security.
Stewardship · Recoverable materials as strategic resources Read the Follow-Up
Semiconductor capacity depends on specialized equipment, materials, energy, water and the lifecycle systems around them.
Lifecycle · The infrastructure behind the fab Read Issue 004
AI infrastructure exposes how decisions about compute, power, water and critical materials compound across the system.
Accountability · The consequences across the whole Read Issue 005
Policy can protect strategic materials, but recovery alone cannot close the loop without domestic refining, qualification, offtake and manufacturing.
Circularity · The missing links between recovery and reuse Read Issue 006Research Library
The opening series explores questions that connect the Alliance’s priorities: how to reveal dependencies, preserve resources and strengthen the systems technology requires. Bring your perspective to the questions that deserve deeper research.
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