critical minerals
The New Strategic Gold Rush: Why a US-Brazil Alliance on Rare Earths Could Reshape Global Finance and Technology
A potential US-Brazil deal on rare earths could reshape global supply chains, challenging China’s dominance and creating new investment opportunities.
The New Resource Cold War: Why US Traders Are Chasing a Critical Metal in Pakistan’s Wild Frontier
A geopolitical scramble for antimony, a critical military metal, is pushing US traders and contractors into Pakistan’s volatile frontier to break China’s grip.
The New Cold War is Frozen: Why a US Envoy to Greenland is a Major Signal for Global Investors
A minor US envoy appointment to Greenland signals a major geopolitical shift, with huge implications for the global economy, investing, and resource security.
The Green Paradox: Why the West’s ESG Retreat is Ceding the Future to China
The West’s “green retreat” is not just slowing climate action; it’s creating a strategic vacuum that China is filling, with major consequences for finance.
On the Brink: Why the US-Indonesia Trade Pact Is Faltering and What It Means for the Global Economy
A critical US-Indonesia trade deal teeters on collapse, threatening global supply chains, the EV market, and the geopolitical balance in the Indo-Pacific.
From iPhones to Anodes: The Foxconn Insider Betting It All on America’s EV Future
A top Foxconn exec leaves the world of iPhones to build a critical graphite plant in the US, tackling China’s dominance in the EV battery supply chain.
The New Resource Race: Why a Billionaire’s Bet on Australian Rare Earths is Reshaping Global Finance and Geopolitics
A billionaire’s investment in an Australian rare earth mine signals a major geopolitical shift as the West races to secure critical mineral supplies from China.
Driving the Future: UK’s EV Grant Extension and the High-Stakes Race for Critical Minerals
A look at the UK’s dual strategy to boost EV adoption via grants and secure its critical mineral supply chain, creating a new investment landscape.
The New Scramble for Africa: Why the US Just Dethroned China in a High-Stakes Investment Race
A major shift in global economics: The US has surpassed China as Africa’s top investor. Discover the why, the how, and what it means for the future.
Beyond the Handshake: How the US-Japan Rare Earths Pact is Reshaping Global Finance and Tech
A landmark US-Japan pact on rare earths is set to reshape global supply chains, tech, and finance. Discover the investment implications of this major move.
Beyond Beijing: Why Australian Rare Earths Are the Hottest Ticket in Geopolitical Investing
The US-China tech war has turned Australian rare earth miners into global rock stars, creating a unique and powerful new trend for geopolitical investing.
The Green Paradox: Uncovering the Dirty Secret of Clean Energy Investing
The clean energy revolution has a dirty secret: its massive dependence on mining. This post explores the financial and environmental paradox of the green transition.