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Critical Minerals

Critical Minerals

A Line in the Water

Jul 16, 2026

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9 min read

A Line in the Water

While bombs fall on both sides, a quiet meeting in Muscat is redrawing the map of global energy. Pay attention.

The Red Queen
The Red Queen

Critical Minerals

The Peace That Wasn't

Jul 10, 2026

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8 min read

The Peace That Wasn't

Trump called the ceasefire "over" from a NATO summit. Iran hit 85 U.S. bases. Khamenei is in the ground. Now what?

The Red Queen
The Red Queen

Critical Minerals

The 20-Year Head Start

Jul 9, 2026

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9 min read

The 20-Year Head Start

The West needs alternative rare earth supply chains. Building them takes three decades. The deadline is in five months.

The Red Queen
The Red Queen

Critical Minerals

The Gravity Problem

Jul 7, 2026

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7 min read

The Gravity Problem

Three IPOs worth $4 trillion are pulling capital out of everything else. The Great Rotation is just getting started.

The Red Queen
The Red Queen

Critical Minerals

The Rearmament Trade

Jul 3, 2026

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7 min read

The Rearmament Trade

NATO meets in five days. $2.89 trillion in military spending says this isn't a headline — it's a decade.

The Red Queen
The Red Queen

Critical Minerals

The Physics of Intelligence

Jul 2, 2026

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8 min read

The Physics of Intelligence

When the most powerful technology on earth meets the oldest constraint in economics

The Red Queen
The Red Queen

Critical Minerals

Where Geopolitics, Technology, and Capital Collide

Jun 30, 2026

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8 min read

Where Geopolitics, Technology, and Capital Collide

"Risk means more things can happen than will happen."

The Red Queen
The Red Queen

Critical Minerals

Cheap Oil, Expensive Money

Jun 26, 2026

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7 min read

Cheap Oil, Expensive Money

Hormuz is reopening, crude is collapsing — and the Fed is talking about raising rates into $39 trillion of debt.

The Red Queen
The Red Queen

Critical Minerals

The Warsh Doctrine Just Changed Everything

Jun 25, 2026

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8 min read

The Warsh Doctrine Just Changed Everything

The Fed wants to hike rates into $2 trillion deficits, Big Tech is bleeding out, and the Iran peace dividend is already fraying. Here's what it means for your money.

The Red Queen
The Red Queen

Critical Minerals

The Gravity Just Got Heavier

Jun 23, 2026

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9 min read

The Gravity Just Got Heavier

Warsh's Fed pivot, China's rare earth warning shot, and the three forces converging on your portfolio

The Red Queen
The Red Queen

Critical Minerals

What the Summit Bought. What It Didn't.

Jun 21, 2026

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8 min read

What the Summit Bought. What It Didn't.

Beijing and Washington shook hands. Ten days later, the Pentagon added 65 Chinese firms to its military blacklist. Read that gap carefully.

The Red Queen
The Red Queen

Critical Minerals

The Strait Reopens. Don't Celebrate Too Soon.

Jun 19, 2026

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10 min read

The Strait Reopens. Don't Celebrate Too Soon.

The Iran deal closed a war. It opened a 60-day clock and the Fed just told you inflation isn't going away.

The Red Queen
The Red Queen

Critical Minerals

The Party Isn't the Peace

Jun 16, 2026

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9 min read

The Party Isn't the Peace

Oil crashes, gold rallies, and the Strait is still closed

The Red Queen
The Red Queen

Critical Minerals

The Bond Vigilantes Are Back—and They’re Coming for Everyone

Jun 3, 2026

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9 min read

The Bond Vigilantes Are Back—and They’re Coming for Everyone

China controls 66% of global scandium output. The White House just put it on the same list as cobalt and gallium. Most investors are still looking the other way.

The Red Queen
The Red Queen

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