Anthony Milewski

Anthony Milewski

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Investor in basic materials; Chairman of Nickel 28; posts on nickel, cobalt and decarbonization.

Nickel Market Ignoring Sherritt Exit, Chinese Consolidation Looms
SocialMay 7, 2026

Nickel Market Ignoring Sherritt Exit, Chinese Consolidation Looms

The market is not pricing in the nickel news of Sherritt leaving Cuba. S has material until June. Can the Cuban's manage the mine? What about the tailings issues? If Canada no longer can process material...

By Anthony Milewski
Sherritt Nickel Outlook Dims After Today's Announcement
SocialMay 7, 2026

Sherritt Nickel Outlook Dims After Today's Announcement

Anyone running the models of Sherritt nickel operations close? Not looking good re today’s announcement.

By Anthony Milewski
Lab Diamonds Show Commodity Substitution in Action
SocialMay 4, 2026

Lab Diamonds Show Commodity Substitution in Action

A rare example of commodity substitution for a synthetic man made product - lab diamonds.

By Anthony Milewski
Tokenized Metals Signal Shift to Hard Collateral
SocialApr 23, 2026

Tokenized Metals Signal Shift to Hard Collateral

I am interested to see how it impacts liquidity and price discovery for minor metals.

By Anthony Milewski
All Energy Commodities Set for Massive Gains
SocialApr 20, 2026

All Energy Commodities Set for Massive Gains

Hard to see how #uranium #naturalgas #oil #coal aren't all going to massively benefit from this.

By Anthony Milewski
Namibia's Role Expands in Global Uranium Supply
SocialApr 17, 2026

Namibia's Role Expands in Global Uranium Supply

Namibia is going to be even more important in the uranium global supply chain https://t.co/WlUcO6YDh3

By Anthony Milewski
Helium Stocks Poised for Takeover Bid Amid IPO Un
SocialApr 15, 2026

Helium Stocks Poised for Takeover Bid Amid IPO Un

Helium equities looking for a bid for sure. If North America helium doesn’t public this cycle got to wonder.

By Anthony Milewski
Potential Poison Pill Violation Could Trigger Catastrophic Fallout
SocialApr 8, 2026

Potential Poison Pill Violation Could Trigger Catastrophic Fallout

Once upon a time having passed on such a tactic ….This is a pretty interesting question as to weather the PP and subsequent voting rights agreement constitutes a violation of the company’s shareholder rights plan aka poison pill. If $TNR...

By Anthony Milewski
US Blocks Rare Earth Development, Forces Foreign Dependence
SocialMar 30, 2026

US Blocks Rare Earth Development, Forces Foreign Dependence

US rug pull on rare earth floors. They didn't even let US supply get built. Looks like the names are getting hit. I wonder where the US gov thinks supply with come from... Brazil? Rely...

By Anthony Milewski
Qatar Emerges as Key Helium Supplier Amid Mineral Boom
SocialMar 17, 2026

Qatar Emerges as Key Helium Supplier Amid Mineral Boom

As the everything critical minerals bubble continues to rock. Qatar as the second most important source of helium moves up the list. https://t.co/cri7gKi7xp

By Anthony Milewski
State Reclaims 35% Stake in Ramu Nickel
SocialFeb 26, 2026

State Reclaims 35% Stake in Ramu Nickel

Wonder if they are planning on buying in or exercising rights....nickel tape is coming... --> Post Courier: "State to take back 35% equity from Ramu Nickel" https://t.co/dJzUin421K #nickel #mining

By Anthony Milewski