Market Opinion
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China Has Learned to Weaponize Rare Earths — and We Handed It the Ammunition
I have spent half a century watching the periodic table morph into an atlas of power politics. Yet…
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Anthony Milewski on the double-edged demand of Vanadium
By 2033, vanadium redox flow batteries (VRFBs) are projected to account for 17% of global vanadium use — a x6 increase…
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InvestorCoffee (06.02.2025): Trump Driving Gold Again
Canada’s equity market looks set to open in positive territory, buoyed by a powerful bid under commodities even…
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Rare Earth Sourcing in the Land of the Blind
“America’s rare earth strategy is being led by the blind—misinterpreting unintended bureaucratic miscalculations in China as strategic manipulation.…
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Jack Lifton Warns How Canada Tariffs Will Stall the American Auto Industry
May 6, 2025 — Uncertainty now defines North America’s auto corridor. Jack Lifton warns that Donald Trump’s tariff threats…
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Seoul’s $20 Billion Pitch Could Rewire Canada’s Military—and Its Alliances
Three South-Korean champions—Hanwha Ocean, Hyundai Heavy Industries and Hanwha Aerospace—have done what Europe’s vaunted shipyards and Washington’s defense…
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Critical Minerals & Rare Earths, Energy, Oil & Gas + Uranium, Food, Health & Wellness, Market Opinion
InvestorCoffee (05.01.2025): Top US Uranium Mine Energy Fuels Reports Record Monthly Uranium Production
While most of my week has been devoted to the final preparations for CMI Summit IV (May 13–14…
