Norilsk Nickel
Critical Minerals Report (12.19.2025): China’s Rare Earth Exports Jump 26.5%. Lithium Rallies, and Washington Backs Washington Backs Korea Zinc’s $7.4Bn U.S. Refinery
Over the last week the critical minerals narrative was set by a sequence of government actions, corporate financing…
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The playing field needs to be leveled in critical minerals to compete with China
Access to the raw materials of the new green economy is increasingly a high-stakes chess match along geopolitical…
No CommentsAnthony Milewski
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The Ukraine War and Equities: Surprising Findings on Defense, Commodities, & Tanker Stocks
As we mark the somber first anniversary of Russia’s invasion of Ukraine, I thought it would be interesting…
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Russia’s War, Supply Chain Turmoil and What It Means to You
What a week! Last Thursday, Russia invaded Ukraine. Then this week global supply chains went crazy, with skyrocketing…
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Asset Class Winners and Losers if Russia Invades Ukraine
As Russian troops gather at the Ukraine border a war looks imminent. U.S intelligence has warned that Russia…
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Can the palladium market continue to defy gravity?
Palladium prices have risen from US$316/oz in January 2016 to US$2,329/oz today, representing an impressive 637% gain in…
No CommentsInvestorNews
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Critical Minerals Report (11.23.2025): A US$100 Billion Commitment Here, Another US$1.1 Billion There – How Government Capital Is Rewiring Critical Minerals Finance
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Washington’s New Critical Minerals List Puts Copper, Uranium – and Politics – at the Center of Global Supply Chains
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The Critical Minerals Report (12.07.2025): How Washington, Brussels, London, and Beijing Are Rewiring the Critical Minerals Supply Chains
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