Synthesis history

New items this pass (38595, 39323, 39324, 38596, 39842) are amplifications and reposts of the already-confirmed halt story — LinkedIn shares and a Grok fact-check — with no new claims, data points, or voices extracted. …

The central open question from the prior pass is now answered: the July 1 WF6 production halt is confirmed. Multiple sources report Kanto Denka and Central Glass did halt all production on July 1[^38430][^37429][^37432]…

Two new analytical voices entered this pass: Irene Melon arguing a structural super-cycle thesis for chip materials prices[^37012], and Eloi Kwete framing mineral control as a first-order determinant of semiconductor le…

China controls roughly 80% of global tungsten mining, refining, and powder processing[^36138] and has tightened export controls that cut its tungsten exports approximately 50% year-over-year[^36138]. Tungsten hexafluori…