Market Opinion
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Hallgarten’s Rare Earth Reality Check Shatters Western Myths
Rare earth elements, once the inscrutable footnotes of the periodic table, have muscled back into the foreground of…
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Critical Minerals at a Crossroads: Reclaiming Control of America’s Economic Future
We humans often resist change because as a species, we are leery of the unknown. So unsurprisingly, many…
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Riches Beneath: The Global Implication of the U.S.-Ukraine Critical Minerals Deal
On May 8th, the Ukrainian parliament voted to ratify a deal that gives the U.S. access to its…
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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…
