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Dear Decision Maker, Last week I wrote about COG (Critical Outcomes Group) and what we are building. The model. The geographies. The transition at Grey Dynamics. This week is different. This one is about us. The three of us. How John, Alastair, and I came to do this together. Why it took us 45 years combined to see it. And why ground truth still anchors everything we do. So pour yourself a coffee. Let me walk you through it. HOW IT STARTED It started last year. John and I, talking....
Dear Decision Maker, I've been sitting on this for six months. Not because it's secret. The opposite, actually. I didn't want to announce COG (Critical Outcomes Group) until I had proof it works. Last week we closed our first deals. So here we are. Let me walk you through three things: what we're building, why it matters, and what it means for Grey Dynamics. THE PROBLEM NOBODY WANTS TO OWN Global supply chains for critical minerals are broken. Not bent. Not strained. Broken. Here's what that...
Bottom Line Up Front (BLUF): China's decades-long strategic operation has resulted in a near-monopoly on critical rare earth processing (91-100% control), which has been weaponized through an operative licensing system that remains in force. This creates an immediate, high-risk vulnerability for global defense and cleantech supply chains, with the full potential for extraterritorial controls set to resume after the temporary pause expires in November 2026. Dear Decision Maker I think the...