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HomeCritical Minerals

Critical Minerals

Russian Natural Gas
Commodities

Russian Natural Gas and Geopolitical Realignment Part 1: An Energy Based Domino Theory of Eurasian Geopolitical Realignment

December 10, 2023 George McMillian

ENB Pub Note: This is one of the Energy News Beat series’s most important articles. I interviewed George McMillan on a 2-hour podcast interview. He is the CEO of McMillan Associates, a geopolitical and analytical […]

Energy
Critical Minerals

X-Raying the Reality and Origin of a Hollow Phrase: ‘Energy Transition’

December 7, 2023 Mariel Alumit

It is often useful to contrast rhetoric with reality. The phrase, an “energy transition,” the goal to replace hydrocarbons, has origins that trace back to a 1977 speech by President Jimmy Carter. It was an “address to […]

Critical Minerals

Daily Energy Standup Episode #265 – Crude Exports, Geopolitical Tensions, and the Winds of Change

December 7, 2023 Andy Del Prado

Daily Standup Top Stories America’s Energy Boom: US Crude Exports Soar To Record High December 6, 2023 Mariel Alumit For those who are confused why the US has spent tens of billions to keep the Ukraine-Russia […]

Salton
Critical Minerals

California’s Salton Sea could hold enough lithium for 375 million batteries, and it could meet US EV needs for decades

December 6, 2023 Mariel Alumit

The US Department of Energy released an analysis estimating how much lithium is under the Salton Sea. Lithium is one of the prime components in batteries, making it crucial for electric vehicles. If they can make mining […]

copper
Critical Minerals

No new copper projects until the market is ‘screaming for it’

December 5, 2023 Mariel Alumit

(Kitco News) – In 2025 primary copper supply will “start to fall off a cliff,” but the copper price isn’t high enough yet to incentivize new mine builds, says Nicole Adshead-Bell, chair of Hot Chili (TSXV:HCH). […]

Big Oil Companies

Daily Energy Standup Episode #263 – Opt-Outs, Copper Surges, EV Challenges, and Global Transition Struggles

December 5, 2023 Andy Del Prado

Daily Standup Top Stories Chevron, Exxon opt out of funding COP28 methane-reduction fund December 4, 2023 Mariel Alumit (Bloomberg) — Six major oil companies each contributed tens of millions of dollars to a grant fund meant […]

Copper
Critical Minerals

Copper climbs to 11-week high on Panama mine risk, shortfall

December 4, 2023 Mariel Alumit

Copper advanced to the highest level in 11 weeks on concerns over the looming shutdown of a large mine in Panama and amid expectations of a widening ore supply deficit in 2024. The Panama government has […]

Critical Minerals

Daily Energy Standup Episode #262 – New York Crisis, EPA’s Methane Rule, COP28 Controversies, Russia’s LNG Rise, and OPEC+ Cuts Extension

December 4, 2023 Andy Del Prado

Daily Standup Top Stories New York’s Near Zombie Apocalypse December 2, 2023 Stu Turley Imagine if nearly half of New York City lost heat for months during the winter. That’s not the plot of a new […]

foreign entity of concern
Critical Minerals

DOE redefines foreign entity of concern – EV confusing regulations just got no help

December 2, 2023 Stu Turley

The Biden administration needs help understanding the meaning of “foreign entity of concern” (FEOC) as this term relates to investing billions of taxpayer dollars into bolstering the supply chains for materials critical to electric vehicles […]

Wall Street Banker
Coal

Wall Street Banker Pays $2 Million Sight Unseen For Coal Mine Then Discovers It’s Filled With $37 Billion Worth Of Rare Earth Elements

December 2, 2023 Stu Turley

Former Wall Street banker Randall Atkins got a lot more than he bargained for when he paid $2 million for a Wyoming coal mine without even seeing it in 2012. At the time, he planned […]

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