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The Nuclear Fuel Cycle's Red Wedding
From the Nine Citadels to Project Janus—The Department of War sends its regards.
Mar 6
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Steve
40
8
4
The Hidden Kill Switch in the Defense Logistics Agency's Rare Earth RFI
How reading the fine print redefines the trade—and why regulatory survivability beats chemistry.
Jan 24
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Steve
102
26
4
The Red Zone: Surviving the Defense Mineral Embargo
The $275M push to turn waste into minerals—and the consortiums quietly leading the charge.
Jan 24
•
Steve
76
19
5
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Australian Partnership in Critical Minerals: A Primer
Oct 13, 2025
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Steve
811
300
39
USA, Australia and Japan: the Developed Critical Minerals Chain
Oct 27, 2025
•
Steve
297
85
7
Critical Minerals: Four Catalysts
Sep 23, 2025
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Steve
499
160
34
How to Profit Off The Trade War
Apr 4, 2025
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Steve
126
4
5
The Red Zone: Surviving the Defense Mineral Embargo
Jan 24
•
Steve
76
19
5
Q&A Series: Critical Minerals and Energy Part 1
Nov 16, 2025
•
Steve
62
19
2
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Steve’s ledger of modeled trades, strategies, and notes.
Jan 22
•
Steve
33
9
Understanding Valuations in Critical Minerals and Energy
How do we value rare earth and energy companies?
Nov 15, 2025
•
Steve
130
15
4
The EPA Announcement: NEPA, Environmental Reviews, and the Emerging Energy Landscape
How the revocation of the "Endangerment Finding" is only the latest effort by the Trump Administration to "clear the runway" for emerging markets.
Feb 12
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Steve
35
6
1
Trade Strategy and Portfolio Management: A METC Case Study
Strategies to manage a trade and capitalize on volatility, time, and underlying value.
Feb 8
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Steve
27
5
1
Q&A Series 2: Section III
A third batch of questions and answers arriving for the holidays.
Dec 28, 2025
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Steve
22
1
2
Q&A Series 2: Section II
A second batch of questions and answers arriving for the holidays.
Dec 27, 2025
•
Steve
13
5
2
Q&A Series 2: Section I
Next few batches of questions and answers arriving for the holidays.
Dec 23, 2025
•
Steve
18
6
1
Financial Gain: What Really Matters?
How much really changes when you make a lot of money?
Dec 6, 2025
•
Steve
106
41
2
Envisioning the Western Supply Chain
Visualizing how governments are beginning to cooperate in rare earths.
Nov 26, 2025
•
Steve
47
35
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The Meridian Report
Seasoned investing sensitive to economic policy and geopolitical trends. From the energy transition and critical minerals to defense, AI, and technology.
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