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...

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...

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...

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...

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...

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...

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....

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...

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.

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...

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...

https://www.youtube.com/watch?v=quVljqretCk&t=1s Welcome to another episode of the Super Entrepreneurs Podcast, where we dive into the world of commodities, sustainable investing, and the future of clean energy. In this episode, our host Shahid Durrani sits down with Anthony Milewski, a seasoned...