I have spent most of this war as the person at the table who says economic pressure doesn’t end wars. Sanctions didn’t break Russia. The price cap leaked. The frozen reserves sat frozen while Moscow…
Start with the arithmetic, because it settles most of the argument before the narrative gets going. The refined copper market runs somewhere around 28 million tonnes a year. Deficit projections for…
In February 2024 a Belgian mining company signed a roughly $350 million long-term supply agreement with a Chinese manufacturer in Inner Mongolia. The material was high-purity quartz sand. The mine was…
President Trump told a room of roughly 200 mining executives at the State Department on Friday that America is reclaiming its rightful place as the minerals superpower of the world. The announcement…
Two people are sitting on the lower quay in this frame. They take up about one percent of it. Everything else is stone, water, and shuttered windows. That ratio was the whole point, and it’s the part…
American officials familiar with intelligence reporting on the August 5 incident at Leipzig/Halle Airport have tied the explosive drone found there to Russian state services. The assessment reached…
The most useful fact about this week is that Datadog beat revenue estimates by 4.3%, beat on earnings by nearly 38%, raised full-year guidance, guided the third quarter 3.2% above consensus, and lost…
Nonfarm payrolls fell by 23,000 in July against a consensus looking for somewhere between 80,000 and 83,000. That is the number the wires led with, and it is the least interesting number in the…
The fourth quarter carries the heaviest concentration of technical disclosure in the semiconductor calendar. Device results that will define the following year’s roadmaps are presented in December,…
The headline from SanDisk’s fiscal fourth quarter was a $14 billion repurchase authorization, lifting the total remaining limit to $15.5 billion. The number that carries more information is $4.5…