The Inola Aluminum Smelter Project: What It Is and Potential Impacts for Investors and Consumers

A major industrial proposal is advancing in northeast Oklahoma at the Tulsa Port of Inola along the Verdigris River. The Inola Aluminum Smelter—formally known as the Oklahoma Primary Aluminum project—represents the first new primary aluminum smelter in the United States since 1980 and would become the largest ever built in the country. What Is the […]

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Panama-Flagged Ship Hit in the Strait of Hormuz Region: Explosion Reported Near Iraqi Waters Amid Rising Tensions

In a breaking maritime incident that has sent ripples through global shipping and energy markets, a Panama-flagged vessel was struck by an unknown projectile, triggering a large explosion in the Arabian Gulf. The event occurred just hours after Iran announced it was suspending talks with the US until the IDF withdraws from Lebanon, raising fresh […]

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Resolution Copper Mine Aims to Boost Critical Mineral Supply

As artificial intelligence, electric vehicles, data centers, renewable energy infrastructure, and grid modernization drive explosive demand for copper, the United States faces a critical minerals supply crunch. Domestic production has stagnated for decades, leaving America heavily reliant on imports from geopolitically risky sources. Enter the Resolution Copper Mine in Arizona—a joint venture between Rio Tinto […]

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We are about to price the oil and gas markets for absence rather than scarcity

In a recent appearance on Squawk Box Asia, veteran commodities strategist Jeff Currie (Co-Chairman of Abaxx Markets) delivered a stark warning that resonates deeply with current market dynamics. He described an emerging “rare earth moment” — a qualitative shift where markets have been neglecting the physical world (“atoms”) in favor of financial narratives and tech […]

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WSJ Writes – If the Road to Economic Hell is paved with Good Intentions, don’t expect to see German Cars driving on it

The Wall Street Journal recently captured Germany’s predicament with brutal clarity in pieces like “Germany’s Slow Industrial Suicide.” A LinkedIn post by Doug Sheridan amplified the editorial, highlighting how green mandates, Net Zero zeal, and the Energiewende have delivered deindustrialization instead of the promised green nirvana. The ironic title nails it: Good intentions around climate […]

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Project Blue Point: $3.7–4 Billion World’s Largest Low-Carbon Ammonia Plant Moves Forward in Louisiana at “Trump Speed”

U.S. Secretary of Agriculture Brooke Rollins announced on May 19 that the Blue Point low-carbon ammonia project in Ascension Parish, Louisiana, is advancing rapidly under streamlined permitting. The roughly $3.7–4 billion facility is expected to become the world’s largest ammonia production plant by nameplate capacity. According to Secretary Rollins’ post on X, permitting for the […]

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