Pleased to have the opportunity to comment here on the long road ahead in wresting control of the rare earth suply chain from China. Thanks @christinalu.bsky.social foreignpolicy.com/2026/05/12/t...

The conflict is wreaking havoc on an obscure sector that is more important than you’d think. foreignpolicy.com/2026/04/17/i...

Pleased to be able to comment here on the near-term challenges for copper despite the long-term rosy outlook being very much in place. @marketplace.org www.marketplace.org/story/2026/0...

A follow up here to the consortium announced in December. Goal of $4 trillion in investment is clearly aspirational but could be put to productive use in a host of strategic chokepoints for allied economies. www.nytimes.com/2026/03/23/b...

Sometimes getting out of your own way is the easiest thing to do (and this Administration doesn't seem inclined to do so)... foreignpolicy.com/2026/03/19/t...

It took China a generation (and a trillion dollars) to dominate critical material supply chains. Pleased to comment in the @foreignpolicy.com on progress made this week out of Washington on the rest of the world catching up. @christinalu.bsky.social foreignpolicy.com/2026/02/05/t...

While grade, tonnage, and asset location matter, building a strong Board and aligning it with the company vision is arguably the most important job of a management team. Pleased to comment here on generals joining critical mineral co boards. www.wsj.com/business/the...

Pleased to contribute here on the LatAm perspective on copper in Catherine Osborn's newsletter on "The Coming Copper Boom" foreignpolicy.com/2026/01/30/c...

New pod this week focuses on the impacts and economics of green tech including carbon capture and sequestration, geothermal, and DLE with Graham Bain from Enverus Energy. This was a great tutorial on these consequential technologies. open.spotify.com/episode/46ul...

$101. Amazing. I remember when silver spiked to $50 (in 2013?) and then went to sleep for 12 years.

When you read this article and consider the potential (geopolitical and geologic) for a rare earths deal with Brazil, it makes the whole Greenland issue even more absurd. www.ft.com/content/401a...

Good Dan Wang piece here. There is a lot happening domestically in the US to compete but success rests on capital, political will, and internal political stability meshing going forward. Dan's book Breakneck was/is a must-read on these topics. www.nytimes.com/2026/01/19/o...

Excited to be at the @thepwhl.com Takeover Tour in DC today! This place looks FULL!

For the first pod of 26, we turn to one of the most hated metals: nickel. Analyst Olivier Masson from Fastmarkets Metals and Mining joins us to talk quotas, supply, demand, pricing & explain the story behind the surprising resilience. clearcommodity.net/podcasts/pow...

Pleased to comment here on the economic questions (folly?) around critical mineral mining in Greenland. foreignpolicy.com/2026/01/09/t...

This is getting to be like Groundhog Day. Good to see my friend David Abraham quote here. www.wsj.com/world/asia/c...

The Donroe Doctrine looks northwards. It's unclear what it means to "need" Greenland given the REE and mineral wealth in the USA but the Trump SWF approach to minerals implies a longer-term play. www.spglobal.com/market-intel...

As if you needed another reason to be bullish lithium or copper long-term. www.wsj.com/world/americ...

Inside China’s Six-Decade Campaign to Dominate Rare Earths www.nytimes.com/2025/12/31/b...

We can't and we shouldn't. This article proposes a solid and realistic path forward for supply chain development. www.wsj.com/opinion/amer...

Pleased to be quoted here on the strategic goals of ‘Pax Silica’ and realistic chances of success as AI, critical minerals, and battery supply chains collide.

How U.S. Defense Industry Dodged a Rare-Earth Shortage After China’s Curbs www.nytimes.com/2025/12/22/b...

The White House’s tech ambitions have intensified its critical minerals scramble. foreignpolicy.com/2025/12/18/t...

Tungsten is called "the armor plate of conflict" for a reason. foreignpolicy.com/2025/11/12/u...

Didn't realize China's exports were on this trajectory despite tariffs. www.nytimes.com/interactive/...

How China’s Rare Earth Chokehold Could Strangle Europe’s Military Buildup www.nytimes.com/2025/11/06/b...

The recent flurry of minerals deal in the US is obviously encouraging but highlights the fact that China still retains significant leverage. thanks @foreignpolicy.com @christinalu.bsky.social for the chance to comment here. foreignpolicy.com/2025/10/31/t...

New pod is out and we go deep into the world of rare earths, government, and strategy with author and Director at 3 Legged Capital David Abraham who literally wrote the book on these topics long before they became front page news. clearcommodity.net/podcasts/pow...

Another reason why diffuse supply chains are in everyone's interest. www.ft.com/content/aada...

Alienating your friends when you're trying to reindustrialize in a critical technology is just plain boneheaded. foreignpolicy.com/2025/09/12/h...

Brazil Wanted America’s Help Mining Rare Earths. Then Came Tariffs. www.nytimes.com/2025/08/21/w...

Pleased to welcome Ken Brinsden CEO of Patriot Battery Metals to the pod. Recorded at the Fastmarkets lithium conference in Las Vegas. We discuss the evolution of the lithium ecosystem, cesium, & vertical integration amongst other topics. clearcommodity.net/podcasts/pow...

“Companies are willing to do whatever China wants to get the supplies,” www.ft.com/content/0fce...

I wonder if they believe this in Washington? www.ft.com/content/c254...

My new piece with my former DOD colleague Greg Pollock on what rollback of Inflation Reduction Act incentives would mean for national security and economic primacy. We argue that it would be akin to an act of surrender to China. nationalinterest.org/blog/energy-...

The pod this week covers innovation in the electricity distribution market. Why did the blackout in Spain & Portugal happen? Why did a blown transformer shut down Heathrow Airport? Tantalus Systems CEO Peter Londa has the answers and some unique solutions. open.spotify.com/episode/5Fh3...

Hard to see how a 90 day pause makes it any easier for companies to make multi-hundred million (or billion) dollar CAPEX decisions.

Article makes the case that there is a viable (economic) path for reindustrialization in the US and to paraphrase Paul Krugman, "productivity is *almost* everything in the long run." www.theguardian.com/commentisfre...

The pod this week is a terrific convo on the critical metals supply chain and a way forward with Ashley Zumwalt-Forbes. Really sharp insights on how the public and private sectors should work together to compete. clearcommodity.net/podcasts/pow...

"The battery maker said it would have booked an 83 billion won operating loss without a tax credit received under the U.S. Inflation Reduction Act" Underscores how essential tax credits are to achieving profitable scale in the US. www.reuters.com/business/aut...

Interesting to note which commodities will and won't benefit from the trade war. Copper 🚀 www.ft.com/content/72da...

A good case study on how businesses are affected by political uncertainty which feeds directly into economics: “The [two]-way flow of rare earth materials between the U.S. and China has ceased as a result of the tariffs levied in each jurisdiction” www.wsj.com/business/lyn...

Today's pod is a master class in black mass and battery recycling with the excellent Lee Allen from Fastmarkets. We go deep on the nuances & incredibly strong growth potential of this market & look into how recycling evolves as supply chains reorient. clearcommodity.net/podcasts/pow...

Geologist warns prospect of a mineral bonanza in Greenland is a mirage www.cbsnews.com/news/geologi...

what is the point of another investigation and report when we already know the answer? www.whitehouse.gov/fact-sheets/...

It will be interesting to see what the Trump Admin does to get the ban lifted once it starts to bite. If you're going to go after your adversary with a sledgehammer, you better have your bases covered. www.nytimes.com/2025/04/13/b...

He (thankfully) blinked again....