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A missile strike erased a third of it overnight.

A single policy decision in Beijing spiked prices 280% in six weeks.

A country with zero ore supplies 73% of the metal.

Signed contracts worth $79 billion are waiting on it.

Farmers paid $6.9 billion before one signature changed everything.

Producers paid people to take fuel they couldn't move.

A $250M contract points to a supply chain with zero domestic output.

Six consecutive deficits and the mechanism still can't correct.

One exemption keeps the price from doubling overnight.

Washington exempted it because no replacement exists.

The market just tipped into its first deficit since 2021.

Three contracts signed. Zero fuel produced.