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Investment Insights. Stay Ahead.

By Anthony Milewski

Greed, Guts and Glory
Notes from Mining Indaba, thoughts about the market and making money in 2025
Last week I found myself at a cocktail event in Camps Bay hosted by a large mining private equity firm, an Indaba tradition. As I stood looking out over the blue ocean with sea birds floating in the sky on...
In the Press
Maximizing impact: Paid media strategies for small public companies and junior minors
Maximizing impact: Paid media strategies for small public companies and junior minors
Here’s what organizations aiming to optimize their advertising efforts need to know about paid media and its benefits. It is increasingly challenging to be a microcap stock listed on an exchange in the U.S. or Canada. The costs associated with...
Investment Insights
Tungsten supply crisis threatens defense and tech industries
Tungsten supply crisis threatens defense and tech industries
China has announced new export controls on 25 rare metals, including tungsten, in retaliation to a new 10% tariff by Trump on all US imports from China. The problem: China dominates global tungsten supply — accounting for more than 80% of...
Investment Insights
Nickel mining in North America: it’s a US national security issue
Nickel mining in North America: it’s a US national security issue
By 2030, demand for battery-grade nickel is projected to triple, driven largely by production of electric vehicles (EVs) in the West. The challenge for Western economies is that Indonesia, with the support of China, dominates global nickel production: 54% of...
Investment Insights
The end of net-zero targets
The end of net-zero targets
At start of a new year, we normally take a step back from our weekly focus on the granular details of specific metals, individual policies, etc, and take a macro view, examining the bigger picture and underlying trends. At the...
In the Press
Will China’s Critical Mineral Export Ban Launch a Metals Bull Market?
Will China’s Critical Mineral Export Ban Launch a Metals Bull Market?
The world’s renewable energy, military, and tech industries rely on lesser-known metals such as antimony, gallium, and germanium to help their missiles fly and computers operate. Due to decades of little to no investment by the West, these critical minerals...
In the Press
Why mining CEOs must build and maintain a strong online brand
Why mining CEOs must build and maintain a strong online brand
Mining is a 19th century business. You take one rock and crack it against the next to find gold or copper. Stakeholders, investors, governments, and the like all live in a modern world built around social media, influencers, podcasts, and...
Cobalt
Can the US match China’s critical mineral stockpiles?
Can the US match China’s critical mineral stockpiles?
China's strategic reserves of critical minerals, including copper and nickel, are estimated to be more than 35% to 133% of the country's annual demand. This substantial stockpiling has raised concerns across the West — with bipartisan calls for the US...
Investment News
Australia invests $25 million in international critical minerals partnerships
Australia invests $25 million in international critical minerals partnerships
The Australian Government has announced a significant investment of AUS$40million, or US$25million, in grants across 8 projects to strengthen international partnerships in its domestic critical minerals sector. The critical minerals impacted include: vanadium, graphite, fluorite, rare earths, cobalt, and nickel....
Greed, Guts and Glory
Please God just give us one more bull market, I promise not to blow it this time
Please God just give us one more bull market, I promise not to blow it this time
Crypto surge signals mining's new bull run. Recently I was in Dubai for a series of meetings and a resources conference. One evening I found myself on the Ritz’s roof top bar sipping an ice cold Diet Coke and eating...
In the Press
A Few Minutes With Peter Grandich And Guest, Anthony Milewski Of The Oregon Group
A Few Minutes With Peter Grandich And Guest, Anthony Milewski Of The Oregon Group
https://www.youtube.com/watch?v=Z0ArH-nsewk PG speaks with Anthony Milewski of The Oregon Group, about his latest macro outlook, metals and mining, and how the political changes can impact them.
Crypto
Crypto: the great experiment with a digital commodity
Crypto: the great experiment with a digital commodity
Bitcoin's market capitalization hit a staggering US$1.776 trillion as of November 15, 2024, surpassing the value of oil giant Saudi Aramco and silver. Many commodities would beg for such valuations — but, what if crypto was a commodity, a commodity from...
Greed, Guts and Glory
Never fall in love. Never forget to sell. ABS is the key to making money.
Never fall in love. Never forget to sell. ABS is the key to making money.
As I round out my thoughts on many of the strategies and characteristics I use when reviewing a potential investment in the junior space, I want to reiterate a few important points covered in our recent newsletters:   Junior mining...
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.

By Anthony Milewski

Greed, Guts and Glory
Notes from Mining Indaba, thoughts about the market and making money in 2025
Notes from Mining Indaba, thoughts about the market and making money in 2025
Last week I found myself at a cocktail event in Camps Bay hosted by a large mining private equity firm, an Indaba tradition. As I stood looking out over the blue ocean with sea birds floating in the sky on...
In the Press
Maximizing impact: Paid media strategies for small public companies and junior minors
Maximizing impact: Paid media strategies for small public companies and junior minors
Here’s what organizations aiming to optimize their advertising efforts need to know about paid media and its benefits. It is increasingly challenging to be a microcap stock listed on an exchange in the U.S. or Canada. The costs associated with...
Investment Insights
Tungsten supply crisis threatens defense and tech industries
Tungsten supply crisis threatens defense and tech industries
China has announced new export controls on 25 rare metals, including tungsten, in retaliation to a new 10% tariff by Trump on all US imports from China. The problem: China dominates global tungsten supply — accounting for more than 80% of...
Investment Insights
Nickel mining in North America: it’s a US national security issue
Nickel mining in North America: it’s a US national security issue
By 2030, demand for battery-grade nickel is projected to triple, driven largely by production of electric vehicles (EVs) in the West. The challenge for Western economies is that Indonesia, with the support of China, dominates global nickel production: 54% of...
Investment Insights
The end of net-zero targets
The end of net-zero targets
At start of a new year, we normally take a step back from our weekly focus on the granular details of specific metals, individual policies, etc, and take a macro view, examining the bigger picture and underlying trends. At the...
In the Press
Will China’s Critical Mineral Export Ban Launch a Metals Bull Market?
Will China’s Critical Mineral Export Ban Launch a Metals Bull Market?
The world’s renewable energy, military, and tech industries rely on lesser-known metals such as antimony, gallium, and germanium to help their missiles fly and computers operate. Due to decades of little to no investment by the West, these critical minerals...
In the Press
Why mining CEOs must build and maintain a strong online brand
Why mining CEOs must build and maintain a strong online brand
Mining is a 19th century business. You take one rock and crack it against the next to find gold or copper. Stakeholders, investors, governments, and the like all live in a modern world built around social media, influencers, podcasts, and...
Cobalt
Can the US match China’s critical mineral stockpiles?
Can the US match China’s critical mineral stockpiles?
China's strategic reserves of critical minerals, including copper and nickel, are estimated to be more than 35% to 133% of the country's annual demand. This substantial stockpiling has raised concerns across the West — with bipartisan calls for the US...
Investment News
Australia invests $25 million in international critical minerals partnerships
Australia invests $25 million in international critical minerals partnerships
The Australian Government has announced a significant investment of AUS$40million, or US$25million, in grants across 8 projects to strengthen international partnerships in its domestic critical minerals sector. The critical minerals impacted include: vanadium, graphite, fluorite, rare earths, cobalt, and nickel....
Greed, Guts and Glory
Please God just give us one more bull market, I promise not to blow it this time
Please God just give us one more bull market, I promise not to blow it this time
Crypto surge signals mining's new bull run. Recently I was in Dubai for a series of meetings and a resources conference. One evening I found myself on the Ritz’s roof top bar sipping an ice cold Diet Coke and eating...
In the Press
A Few Minutes With Peter Grandich And Guest, Anthony Milewski Of The Oregon Group
A Few Minutes With Peter Grandich And Guest, Anthony Milewski Of The Oregon Group
https://www.youtube.com/watch?v=Z0ArH-nsewk PG speaks with Anthony Milewski of The Oregon Group, about his latest macro outlook, metals and mining, and how the political changes can impact them.
Crypto
Crypto: the great experiment with a digital commodity
Crypto: the great experiment with a digital commodity
Bitcoin's market capitalization hit a staggering US$1.776 trillion as of November 15, 2024, surpassing the value of oil giant Saudi Aramco and silver. Many commodities would beg for such valuations — but, what if crypto was a commodity, a commodity from...
Greed, Guts and Glory
Never fall in love. Never forget to sell. ABS is the key to making money.
Never fall in love. Never forget to sell. ABS is the key to making money.
As I round out my thoughts on many of the strategies and characteristics I use when reviewing a potential investment in the junior space, I want to reiterate a few important points covered in our recent newsletters:   Junior mining...
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.

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Jul 23, 2025
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