According to @godbole17, Pax Silica is a narrow supply-chain coordination group focused on critical minerals and technology bottlenecks (source: @godbole17 via @HemanNamo). The source clarifies it is not a geopolitical ranking of partners, countering headline-driven interpretations (source: @godbole17 via @HemanNamo). The source adds that mini-groups should not be read as main partnerships, guiding traders to avoid alliance-shift narratives and to track concrete supply-chain actions instead (source: @godbole17 via @HemanNamo).