Jason Van Steenwyk

Why Nvidia Spent $4B on Lasers

Oct 28, 2026

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5 min read

The Mineral Gap $2.9B Can't Close

Oct 27, 2026

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5 min read

What the Cobalt Tender Revealed

Oct 26, 2026

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5 min read

Why the Pentagon Still Needs Brazil

Oct 24, 2026

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6 min read

The Deadline Inside China's Export Ban

Oct 23, 2026

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4 min read

The Bottleneck in Missile Defense

Oct 22, 2026

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4 min read

What $1.5B Bought the Pentagon

Oct 21, 2026

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5 min read

Why the Pentagon Can't Source Germanium

Oct 20, 2026

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5 min read

How China Split Tungsten in Two

Oct 19, 2026

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5 min read

Why Rare Earth Math Doesn't Work

Oct 17, 2026

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5 min read

Why Tariffs Widen the Transformer Gap

Oct 16, 2026

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4 min read

Why U.S. Copper Takes a Round Trip

Oct 15, 2026

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5 min read

The Chip Input No One Can Replace

Oct 14, 2026

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5 min read

China Owns 93% of This Mineral

Oct 13, 2026

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5 min read

What the Titanium Tariff Protects

Oct 12, 2026

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5 min read

What $79 Billion in Defense Needs

Oct 10, 2026

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4 min read

How One Firm Controls U.S. Phosphate

Oct 9, 2026

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5 min read

What Negative Gas Prices Signal

Oct 8, 2026

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5 min read

What Batteries Need More Than Lithium

Oct 7, 2026

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8 min read

74% of Silver Ignores Its Price

Oct 6, 2026

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5 min read

Where U.S. Potash Actually Comes From

Oct 5, 2026

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5 min read

The $10.4B Gap in the Tariff

Oct 3, 2026

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8 min read

Why Tin Prices Jumped 50%

Oct 2, 2026

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5 min read

What Uranium Prices Are Signaling

Oct 1, 2026

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5 min read

A 95% Monopoly With No Price Chart

Sep 30, 2026

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5 min read