Provenance
This standalone page was migrated from the February 2026 compendium corpus.
This compendium uses four inline verification tags throughout. Every factual claim attributed to the channel that could be independently checked has been tagged. The tags appear in bold brackets immediately after or within the relevant sentence.
[VERIFIED] — The claim has been independently confirmed through deep research reports, government data, or authoritative third-party sources. “Verified” means the claim is directionally and materially accurate. It does not mean every decimal point matches; it means the analytical conclusion holds.
Example: The channel claims China controls approximately 92% of rare earth element processing. [VERIFIED] — USGS and IEA data confirm 85-91% for separation specifically; mining share is 60-70%. The processing dominance claim is substantively accurate.
[MISLEADING] — The claim is directionally correct but contains material numerical errors, omits important context, or compresses distinct concepts in ways that change the analytical implication. Misleading claims are not fabrications; they are imprecise in ways that matter for investment decisions.
Example: The channel claims it would cost “2 trillion” to replicate the US rare earth supply chain. [MISLEADING] — Direct capital expenditure for mining, separation, and refining capacity is estimated at 600B-5B capex problem (solvable in a decade) or a $2T systemic cost (permanent structural premium).
[FALSE] — The claim is contradicted by available evidence. False does not necessarily mean intentionally misleading; some claims appear to reflect misremembered statistics or conflation of different data series.
Example: The channel claims Japan holds “10.6 trillion. Its net international investment position (NIIP) is approximately 14.7 trillion. No standard measure produces $25 trillion.
[UNVERIFIED] — No independent data was found to confirm or deny this claim within the scope of the 10 deep research reports conducted for this compendium. Unverified claims should be treated as channel assertions, not established facts. Some may prove correct; the point is that independent corroboration has not been obtained.
Example: The channel argues that a specific Nitto Denko product line holds a 90% global share in a critical semiconductor material with no near substitute. [UNVERIFIED] — Nitto Denko does hold significant positions in specialty materials (optical films, thermal interface materials), but the specific 90% market share claim for the referenced product could not be independently confirmed from public sources.