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Investment Insights. Stay Ahead.

By Anthony Milewski

Investment Insights
Latin America’s “Lithium Triangle”: opportunities and risks for US investors
lithium demand predicted to increase fivefold by 2030 Argentina, Bolivia and Chile account for 56% of the global lithium reserves Chile is second-largest producer of mined lithium, Argentina’s production forecast to rise x9 to 57,000 tons, making it third-largest global...
In the Press
Anthony Milewski on gold needs a rebrand, energy transition, copper, uranium, China
Anthony Milewski on gold needs a rebrand, energy transition, copper, uranium, China
https://youtu.be/CVwK80-ViD4?si=KcCI08FnFmFQXtJs For our 28th episode of CrashLabs, it made sense to sit down in Beaver Creek with the CEO of Nickel 28 Capital, Anthony Milewski. Milewski has spent his entire career in the capital markets, including as company CEO, board...
Geopolitics
The mining industry is running out of miners
The mining industry is running out of miners
average age of miner is 46, nearly 50% of skilled engineers reach retirement in next 10 years 71% of mining leaders experiencing talent shortage, 86% say it’s harder to recruit and retain talent apprenticeships, artificial intelligence, and new working practices...
Agriculture
The critical mineral wars are coming
The critical mineral wars are coming
production and processing of critical minerals more globally concentrated than oil and natural gas US completely reliant on imports for 12 critical minerals and more than 50% dependent on foreign sources for additional 31 growing geopolitical tensions and realignment has...
Investment Insights
Can Artificial Intelligence save the insurance industry from wildfires?
Can Artificial Intelligence save the insurance industry from wildfires?
insurance payouts for wildfire losses in US increased x40 in 2011-2018, compared to previous 30 years AI uses a vast network live video feeds, drones, sensors and satellites to detect, and possibly predict, fires insurtechs have seen investment increase from...
Cobalt
Australia’s mining industry pivots to US investors
Australia’s mining industry pivots to US investors
Australia in top 3 global reserves of in-demand critical minerals, including zinc, lithium, nickel and cobalt plans A$500 million (US$336.7 million) government investment for critical mineral projects cumulative investment between US and Australia worth more than US$960 billion It’s no...
Helium
Lift off for global helium market
Lift off for global helium market
value of Grade-A helium sold during 2022 in the US by private industry was US$820 million prices range from $500 mcf to $1200 mcf market has been in supply deficit for 8 years — nearly half — between 2006-2022 US and Qatar...
Commodities
A lot more copper needed to expand global electricity grid
A lot more copper needed to expand global electricity grid
global electricity grid needs to double in size by 2050 to meet net-zero targets cost to upgrade grid to meet targets will be US$21 trillion 427MT of copper will be needed by 2050, more than 8x as much as wind...
In the Press
Anthony Milewski on the Daily Grind podcast
Anthony Milewski on the Daily Grind podcast
”Whatever you do, no matter what you do, do the best you can” on the Daily Grind ☕️, your weekly goal-driven podcast. This episode features Kelly Johnson @kellyfastruns and special guest  Anthony Milewski. @anthony.milewski. Anthony is chairman and investor of...
In the Press
Profound Professionals Interview with Anthony Milewski
Profound Professionals Interview with Anthony Milewski
https://www.youtube.com/watch?v=tubxugJe_hQ
Investment Insights
Nickel supply has a Russia problem
Nickel supply has a Russia problem
Russia supplies approx 20% of the world’s Class I nickel, the world's largest producer supply of nickel Class I is expected to face a shortage for the next 3-5 years market shifting to Asia, accounting for 45% of revenue for...
In the Press
Interview with Anthony Milewski, Founder of The Oregon Group
Interview with Anthony Milewski, Founder of The Oregon Group
https://youtu.be/FfaHlnpwV_g Anthony Milewski has two passions: the outdoors and investing. At any moment you might find him skiing in France, fly fishing in Alaska, white water rafting in Oregon, or wide awake in the middle of the night analyzing news...
Cobalt
Which critical minerals will power NextGen electric batteries
Which critical minerals will power NextGen electric batteries
value of global battery chain forecast to increase x10 between 2020-2030, worth US$410billion lithium-ion, nickel manganese cobalt oxide (NMC) share fell form nearly 90% in 2019 to 60% in 2022 Sodium-ion, solid state, manganesium-ion, and other chemistries are being developed...
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

Investment Insights
Latin America’s “Lithium Triangle”: opportunities and risks for US investors
Latin America’s “Lithium Triangle”: opportunities and risks for US investors
lithium demand predicted to increase fivefold by 2030 Argentina, Bolivia and Chile account for 56% of the global lithium reserves Chile is second-largest producer of mined lithium, Argentina’s production forecast to rise x9 to 57,000 tons, making it third-largest global...
In the Press
Anthony Milewski on gold needs a rebrand, energy transition, copper, uranium, China
Anthony Milewski on gold needs a rebrand, energy transition, copper, uranium, China
https://youtu.be/CVwK80-ViD4?si=KcCI08FnFmFQXtJs For our 28th episode of CrashLabs, it made sense to sit down in Beaver Creek with the CEO of Nickel 28 Capital, Anthony Milewski. Milewski has spent his entire career in the capital markets, including as company CEO, board...
Geopolitics
The mining industry is running out of miners
The mining industry is running out of miners
average age of miner is 46, nearly 50% of skilled engineers reach retirement in next 10 years 71% of mining leaders experiencing talent shortage, 86% say it’s harder to recruit and retain talent apprenticeships, artificial intelligence, and new working practices...
Agriculture
The critical mineral wars are coming
The critical mineral wars are coming
production and processing of critical minerals more globally concentrated than oil and natural gas US completely reliant on imports for 12 critical minerals and more than 50% dependent on foreign sources for additional 31 growing geopolitical tensions and realignment has...
Investment Insights
Can Artificial Intelligence save the insurance industry from wildfires?
Can Artificial Intelligence save the insurance industry from wildfires?
insurance payouts for wildfire losses in US increased x40 in 2011-2018, compared to previous 30 years AI uses a vast network live video feeds, drones, sensors and satellites to detect, and possibly predict, fires insurtechs have seen investment increase from...
Cobalt
Australia’s mining industry pivots to US investors
Australia’s mining industry pivots to US investors
Australia in top 3 global reserves of in-demand critical minerals, including zinc, lithium, nickel and cobalt plans A$500 million (US$336.7 million) government investment for critical mineral projects cumulative investment between US and Australia worth more than US$960 billion It’s no...
Helium
Lift off for global helium market
Lift off for global helium market
value of Grade-A helium sold during 2022 in the US by private industry was US$820 million prices range from $500 mcf to $1200 mcf market has been in supply deficit for 8 years — nearly half — between 2006-2022 US and Qatar...
Commodities
A lot more copper needed to expand global electricity grid
A lot more copper needed to expand global electricity grid
global electricity grid needs to double in size by 2050 to meet net-zero targets cost to upgrade grid to meet targets will be US$21 trillion 427MT of copper will be needed by 2050, more than 8x as much as wind...
In the Press
Anthony Milewski on the Daily Grind podcast
Anthony Milewski on the Daily Grind podcast
”Whatever you do, no matter what you do, do the best you can” on the Daily Grind ☕️, your weekly goal-driven podcast. This episode features Kelly Johnson @kellyfastruns and special guest  Anthony Milewski. @anthony.milewski. Anthony is chairman and investor of...
In the Press
Profound Professionals Interview with Anthony Milewski
Profound Professionals Interview with Anthony Milewski
https://www.youtube.com/watch?v=tubxugJe_hQ
Investment Insights
Nickel supply has a Russia problem
Nickel supply has a Russia problem
Russia supplies approx 20% of the world’s Class I nickel, the world's largest producer supply of nickel Class I is expected to face a shortage for the next 3-5 years market shifting to Asia, accounting for 45% of revenue for...
In the Press
Interview with Anthony Milewski, Founder of The Oregon Group
Interview with Anthony Milewski, Founder of The Oregon Group
https://youtu.be/FfaHlnpwV_g Anthony Milewski has two passions: the outdoors and investing. At any moment you might find him skiing in France, fly fishing in Alaska, white water rafting in Oregon, or wide awake in the middle of the night analyzing news...
Cobalt
Which critical minerals will power NextGen electric batteries
Which critical minerals will power NextGen electric batteries
value of global battery chain forecast to increase x10 between 2020-2030, worth US$410billion lithium-ion, nickel manganese cobalt oxide (NMC) share fell form nearly 90% in 2019 to 60% in 2022 Sodium-ion, solid state, manganesium-ion, and other chemistries are being developed...
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 03, 2025
53 million tons of battery metals needed by 2040 to meet EV boom
Jul 03, 2025
Trump orders Federal Agencies to fast-track critical mineral and energy funding
Jul 02, 2025
US and Asia partners launches Critical Minerals Initiative amid rising tensions with China

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