Fenix Capital publishes research, commentary, and analysis on the intersection of defense policy, critical minerals strategy, and allied supply chain development. Our goal is to contribute to the policy and investment conversation shaping American industrial security.
Published Work
Published articles, op-eds, and public appearances by the Fenix Capital team.
Fenix Capital Managing Director Dana Mincey-Breaux argues that the U.S. critical minerals sector lacks a structured execution model — and that the proven defense contracting framework offers a template worth adopting. Midstream processing, where China dominates, is the central bottleneck, and smaller operators need government-backed mechanisms to participate meaningfully in the supply chain.
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