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Evergrande: What to Do as the Body Floats Down the River

“If you wait by the river long enough,” said the ancient Chinese scholar Sun Tzu, “the bodies of your enemies […]


The China Effect on Metals, and, on Metals related, Share Prices

Perspective is the key to objective valuation. There are three global Metals’ market classes; base metals, such as iron and […]


China is winning the war for the future.

The perennial key geopolitical and geoeconomics issues of the conflict among nation-states over the allocation of scarce critical natural resources […]


For lithium, party like its 1790 

The demand for Green Energy Metals (GEMs) as processed fine chemicals and high purity metals and alloys, ready for use […]


Jack Lifton on why President Biden’s EV Plan for America simply does not add up

American President Biden has decreed that by 2030 one-half of all new American car/truck production shall be EVs. If 2030 […]


Critical Materials: A Root Cause of the Decline of American Manufacturing Pre-eminence

Why has China become the dominant player in manufactured goods requiring non-fuel natural resources? Has the American governing class set […]


Antimony – Critical or Strategic or Both?

China has a very strong position in Antimony and long has had. Indeed this is the metal it has been […]