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Metals

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Australia’s refining crisis is an underappreciated risk to the global economy.

Sep 12

Where is it okay to mine copper?

Aug 23

China’s chokehold over meaningful economic pinch points is more widespread than most realize.

Aug 15

Is a gold-backed BRICs currency on the horizon, and if so, what might it mean?

Jul 16

Making sense of the opportunities arising from new direct lithium extraction (DLE) technologies.

Jun 27

Could gold become the next crypto, targeted by US authorities for ejection from the Western banking system?

Mar 25

More EVs for thee, but no lithium from ME.

Sep 20, 2022

Adam Aron’s newly minted cadre of gold bugs will soon make its acquaintance with humbuggery.

Mar 18, 2022

When the LME acted out of existential desperation, it may have catalyzed its certain demise all the same.

Mar 15, 2022

The debate over corn ethanol as a fuel is the perfect distraction from the scandal that led to its widespread adoption.

Jan 17, 2022

The story of how China came to dominate the magnesium market should inform a strategic reconsideration of the West’s entire approach to the economy.

Dec 17, 2021

If you were foolish enough to short copper with these market dynamics, punishment should have been swift. If you were shrewd enough to take the other…

Oct 25, 2021

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