Commodities Surge as Mining Gains S&P Spotlight
"Mining today represents just 1% of the S&P 500." — @robert_ivanhoe, remarks in the Oval Office #NotSustainable. Tomasz Nadrowski’s new book Mineral War and @ctindale's viral Return of Matter thesis frame the challenge: stateless (financial) capitalism vs. state (material) capitalism. China has mastered the industrial middle - Processing. Refining. Smelting. Manufacturing. A HALO Effect - Heavy Assets. Low Obsolescence - has only just begun for the Physical AI investment thematic. Carlyle’s Jeff Currie sees a Great Rotation underway — a shift from the tech equity boom toward commodities and real assets after years of underinvestment. Beijing’s new Five-Year Plan doubles down on strategic materials. But fossil fuels still matter to the Middle Kingdom. When Trump eventually visits Xi in China, could last October’s rare-earth détente evolve into a G2 Mineral Peace? Tolstoy, Tzu & Trump: War & Peace meets The Art of War meets The Art of the Deal. Latest Lithium-ion Bull Issue 111: Mineral War & Peace 👇
Alex Grant Pushes US Magnesium Revival with MagraThea Metals
Was great to talk Smack with DLE guru Alex Grant @biglithium And to hear how his @magratheametals aims to Make 🇺🇸 Magnesium Great Again. @StandardLithium @Equinor @exxonmobil @VulcanEnergyRes @Lilac_Solutions 👇👇
US EV Demand Surge Could Boost Lithium Stocks
In recent Rock Stock videos I’ve suggested the extremely negative US EV narrative is likely already “priced in” to #lithium equities — leaving room for an upside surprise. Today TD Cowen published a 60+ page note making a similar contrarian case....
PDAC Recap: Key Takeaways and Management Interviews
Great to catch up with so many friends this week at PDAC w/ @matt_fernley Check out our latest #RockStockRecqp for our takeaways and a dozen management interviews. 👇👇
Q2Metals Hits All‑time High in Lithium Exploration
Check out our latest #RockStockRecap + update with the lithium industry’s most exciting spodumene exploration story @Q2Metals which closed yesterday at an all-time high. $QTWO.V 👇👇
Strategic Lithium Reserve Needed to Stabilize Supply
I’ve submitted formal comments into the docket. My core message: supply diversification alone is not enough. If we want durable investment in allied lithium production and processing, we must address price volatility. Lithium’s boom-bust cycles have repeatedly delayed capital formation and midstream...
Strategic Reserve Could Stabilize Mineral Markets, Unlock Capital
Last night’s State of the Union address tied AI dominance to power plants, permits, and domestic mining. Earlier in the day, the House Energy & Minerals Subcommittee debated how to actually fix the mineral markets behind that ambition via the SECURE...
Q2Metals Teases Maiden Resource at PDAC
Looking forward to catching up with the Rock Star @Q2Metals team next week at #PDAC and talking about all their greatest hits. 👀 maiden resource coming soon... $QTWO.V
SigmaLithium Forecasts 240k‑tonne Annual Output, 520k
.@SigmaLithium providing formal guidance just a few weeks after restarting mining under owner/operator model: ◦12 months annualized forward production: 240,000 tonnes ◦24 months annualized forward production: 520,000 tonnes $SGML 👇