F-35
2 articles
- Equity Is the Collateral That Makes Critical-Mineral Offtakes Enforceable
China’s tungsten export controls expose the limits of price-only offtakes. Equity aligns capital with construction risk, secures priority under provenance rules, and adds governance rights that make long-term supply commitments more enforceable.
- F-35 Sustainment Runs on Accountable Custody
F-35 readiness depends on government-controlled visibility and accountable custody across its global spares, repair, and transport network.