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Investment Insights. Stay Ahead.

By Anthony Milewski

Copper
Copper’s new demand stack (and the AI chokepoint)
HSBC warns of a commodity "super-squeeze" as copper traded near US$13,832 per tonne in early June 2026, close to its mid-May record of US$14,153 per tonne total copper demand expected to rise from 26.7 million tonnes in 2024 to 31.3...
Aluminium
Aluminium on the frontline of America’s energy war
Aluminium on the frontline of America’s energy war
the aluminium energy war is already visible in prices: the LME aluminium benchmark hit US$3,707.50 per tonne on June 1, a four-year high, as Middle East supply risk escalated the biggest producers have little spare room: China produced 45 million...
Investment News
Why Corporate Treasuries May Start Holding Critical Minerals
Why Corporate Treasuries May Start Holding Critical Minerals
For decades, corporate treasuries followed a predictable playbook: Excess cash went into short-term government securities, investment-grade bonds or other highly liquid instruments designed to preserve capital. ​But in an era defined by supply chain disruptions, geopolitical tension and the accelerating...
Investment News
Rare earth elements are constraining tech companies
Rare earth elements are constraining tech companies
Technology companies are still treating rare earth exposure as a downstream riskFor most of the past decade, the technology sector has operated with a blind spot. In the past, you could build large, valuable businesses without thinking too much about...
Investment Insights
Indonesia’s nickel dilemma is the West’s opportunity
Indonesia’s nickel dilemma is the West’s opportunity
Indonesia’s nickel boom comes at cost: Indonesia now produces nearly two-thirds of the world’s refined nickel – up from just 6% a decade ago – but this rapid growth is fueled by coal-fired smelters and rainforest destruction Global Demand Soaring...
Investment Insights
Nuclear dominance by 2033: can America rebuild its uranium supply in 7 years?
Nuclear dominance by 2033: can America rebuild its uranium supply in 7 years?
US Department of Energy launches Defense Production Act initiative to rebuild domestic nuclear fuel cycle, covering mining, milling, conversion, enrichment, deconversion, fabrication, recycling and reprocessing US uranium mines produced just 677,000 pounds of U3O8 in 2024, while US reactors loaded...
Crypto
Why the Next Big Tech Companies Will Look Like Commodity Traders
Why the Next Big Tech Companies Will Look Like Commodity Traders
Commodity tokenization is emerging as a practical bridge between capital and the physical constraints shaping the next generation of industries. Commodity tokenization connects capital directly to constrained physical assets and supply chains. The real opportunity lies in verification, custody and...
Investment Insights
Why tungsten prices are rising so fast: inside the supply crunch
Why tungsten prices are rising so fast: inside the supply crunch
tungsten prices surge to record levels, with Rotterdam APT trading at US$3,185/MTU, up 350% year-to-date and nearly 900% over 12 months China controls roughly 80% of global mine supply and dominates the downstream APT, powder and carbide chain tungsten demand...
Antimony
Disinformation war erupts in global mining
Disinformation war erupts in global mining
mining under siege: coordinated disinformation campaigns now target mines worldwide; nearly 40% of monitored mines faced disruptive attacks, derailing operations and stock prices  geopolitical game-changer: hybrid tactics – from Wagner-backed propaganda in Africa to troll farms in Eastern Europe –...
Crypto
How tokenization could reshape commodity supply chains
How tokenization could reshape commodity supply chains
For decades, global commodity supply chains have operated in a largely analog way. Metals are extracted from the ground, sold through layers of intermediaries, shipped across continents, and ultimately delivered to manufacturers. Those manufacturers often have limited visibility into where...
Helium
Helium crisis puts US in control of semiconductor supply chain
Helium crisis puts US in control of semiconductor supply chain
the US is the world's largest helium producer attacked Qatari facilities accounted for roughly one-third of global helium supply, producing approx 63 million cubic meters in 2025 out of roughly 190 million globally helium spot prices estimated to have increased...
Investment News
Why The Next Billion-Dollar Startup May Be Built Around Commodities
Why The Next Billion-Dollar Startup May Be Built Around Commodities
Founders who bridge physical and digital economies may build the next generation of unicorns — by Anthony Milewski for The Entrepreneur Key Takeaways Commodity supply gaps are creating overlooked, high-growth opportunities beyond traditional software startups. Electrification and AI infrastructure are driving...
Investment News
Innovation alone won’t fix the energy transition
Innovation alone won’t fix the energy transition
Transforming the energy system requires changing how companies plan, procure, and execute. For years, the energy transition has been framed as a race to innovate. Better batteries. Cheaper solar. Smarter software. Faster deployment. That framing made sense at the beginning....
Picture of Anthony Milewski

Anthony Milewski

Anthony Milewski has spent his entire career in the capital markets, including as company CEO, board director, advisor, founder and investor, with a focus on the energy transition and commodities.

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Stay Ahead

Subscribe and get today’s market and industry trends delivered to you in real-time.

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By Anthony Milewski

Copper
Copper’s new demand stack (and the AI chokepoint)
Copper’s new demand stack (and the AI chokepoint)
HSBC warns of a commodity "super-squeeze" as copper traded near US$13,832 per tonne in early June 2026, close to its mid-May record of US$14,153 per tonne total copper demand expected to rise from 26.7 million tonnes in 2024 to 31.3...
Aluminium
Aluminium on the frontline of America’s energy war
Aluminium on the frontline of America’s energy war
the aluminium energy war is already visible in prices: the LME aluminium benchmark hit US$3,707.50 per tonne on June 1, a four-year high, as Middle East supply risk escalated the biggest producers have little spare room: China produced 45 million...
Investment News
Why Corporate Treasuries May Start Holding Critical Minerals
Why Corporate Treasuries May Start Holding Critical Minerals
For decades, corporate treasuries followed a predictable playbook: Excess cash went into short-term government securities, investment-grade bonds or other highly liquid instruments designed to preserve capital. ​But in an era defined by supply chain disruptions, geopolitical tension and the accelerating...
Investment News
Rare earth elements are constraining tech companies
Rare earth elements are constraining tech companies
Technology companies are still treating rare earth exposure as a downstream riskFor most of the past decade, the technology sector has operated with a blind spot. In the past, you could build large, valuable businesses without thinking too much about...
Investment Insights
Indonesia’s nickel dilemma is the West’s opportunity
Indonesia’s nickel dilemma is the West’s opportunity
Indonesia’s nickel boom comes at cost: Indonesia now produces nearly two-thirds of the world’s refined nickel – up from just 6% a decade ago – but this rapid growth is fueled by coal-fired smelters and rainforest destruction Global Demand Soaring...
Investment Insights
Nuclear dominance by 2033: can America rebuild its uranium supply in 7 years?
Nuclear dominance by 2033: can America rebuild its uranium supply in 7 years?
US Department of Energy launches Defense Production Act initiative to rebuild domestic nuclear fuel cycle, covering mining, milling, conversion, enrichment, deconversion, fabrication, recycling and reprocessing US uranium mines produced just 677,000 pounds of U3O8 in 2024, while US reactors loaded...
Crypto
Why the Next Big Tech Companies Will Look Like Commodity Traders
Why the Next Big Tech Companies Will Look Like Commodity Traders
Commodity tokenization is emerging as a practical bridge between capital and the physical constraints shaping the next generation of industries. Commodity tokenization connects capital directly to constrained physical assets and supply chains. The real opportunity lies in verification, custody and...
Investment Insights
Why tungsten prices are rising so fast: inside the supply crunch
Why tungsten prices are rising so fast: inside the supply crunch
tungsten prices surge to record levels, with Rotterdam APT trading at US$3,185/MTU, up 350% year-to-date and nearly 900% over 12 months China controls roughly 80% of global mine supply and dominates the downstream APT, powder and carbide chain tungsten demand...
Antimony
Disinformation war erupts in global mining
Disinformation war erupts in global mining
mining under siege: coordinated disinformation campaigns now target mines worldwide; nearly 40% of monitored mines faced disruptive attacks, derailing operations and stock prices  geopolitical game-changer: hybrid tactics – from Wagner-backed propaganda in Africa to troll farms in Eastern Europe –...
Crypto
How tokenization could reshape commodity supply chains
How tokenization could reshape commodity supply chains
For decades, global commodity supply chains have operated in a largely analog way. Metals are extracted from the ground, sold through layers of intermediaries, shipped across continents, and ultimately delivered to manufacturers. Those manufacturers often have limited visibility into where...
Helium
Helium crisis puts US in control of semiconductor supply chain
Helium crisis puts US in control of semiconductor supply chain
the US is the world's largest helium producer attacked Qatari facilities accounted for roughly one-third of global helium supply, producing approx 63 million cubic meters in 2025 out of roughly 190 million globally helium spot prices estimated to have increased...
Investment News
Why The Next Billion-Dollar Startup May Be Built Around Commodities
Why The Next Billion-Dollar Startup May Be Built Around Commodities
Founders who bridge physical and digital economies may build the next generation of unicorns — by Anthony Milewski for The Entrepreneur Key Takeaways Commodity supply gaps are creating overlooked, high-growth opportunities beyond traditional software startups. Electrification and AI infrastructure are driving...
Investment News
Innovation alone won’t fix the energy transition
Innovation alone won’t fix the energy transition
Transforming the energy system requires changing how companies plan, procure, and execute. For years, the energy transition has been framed as a race to innovate. Better batteries. Cheaper solar. Smarter software. Faster deployment. That framing made sense at the beginning....
Picture of Anthony Milewski

Anthony Milewski

Anthony Milewski has spent his entire career in the capital markets, including as company CEO, board director, advisor, founder and investor, with a focus on the energy transition and commodities.

Follow for more

Twitter Linkedin Youtube Rss

Stay Ahead

Subscribe and get today’s market and industry trends delivered to you in real-time.

[mepr-membership-registration-form id="4595"]
Jul 02, 2026
Uranium’s Cigar Lake shutdown exposes mining’s sulphuric acid crisis
Jul 01, 2026
America wants new reactors. But can it fuel them in time?
Jun 30, 2026
Critical mineral stockpiles could absorb 10% of key metals supply, 34% of cobalt supply

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