Jason Van Steenwyk

A Copper Fee Just Went Negative

Sep 12, 2026

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5 min read

The Bottleneck Behind LNG Exports

Sep 11, 2026

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5 min read

What's Slowing the AI Buildout

Sep 10, 2026

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5 min read

Nickel and Fertilizer Share One Problem

Sep 9, 2026

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5 min read

How Graphite Routes Around the Tariff

Sep 8, 2026

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5 min read

What AI Took From the Chip Market

Sep 7, 2026

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5 min read

One Plant Gates the Nuclear Pipeline

Sep 5, 2026

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4 min read

Two Mines and a Shrinking Tin Buffer

Sep 4, 2026

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5 min read

The Chemical Nickel Can't Run Without

Sep 3, 2026

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6 min read

The Loop Inside Palm Oil Prices

Sep 2, 2026

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5 min read

What Rare Earth Exports Are Signaling

Sep 1, 2026

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6 min read

A Broken Spread Hit Two Continents

Aug 31, 2026

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4 min read

The Cobalt Forecast That Just Flipped

Aug 29, 2026

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5 min read

Copper's Supply Chain Flipped

Aug 28, 2026

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5 min read

Why Wheat Rose 17% Without a Shortage

Aug 27, 2026

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5 min read

War and AI in One Cargo Hold

Aug 26, 2026

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5 min read

How Spring Planting Set Food Prices

Aug 25, 2026

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5 min read

How One Closure Split Two Markets

Aug 24, 2026

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4 min read

Why Saudi Crude Survived Hormuz

Aug 22, 2026

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5 min read

The Oil Map Iran Just Redrew

Aug 21, 2026

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5 min read

The Bottleneck Under Oil Prices

Aug 20, 2026

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5 min read

21 Million Barrels Hit a Wall

Aug 19, 2026

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5 min read

One Canal, Two Crises, Rising Costs

Aug 18, 2026

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5 min read

Iran's Oil Chokepoint Has a Price

Aug 17, 2026

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5 min read

What Iran Exported to the Red Sea

Aug 14, 2026

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6 min read