You can add NIOBIUM (Nb) to your list (85% production comes from Brasil and 15% from Canada. This metal is been added to make steel for airplane, pipelines, weapons, etc
See the book "The art of investing in junior mining"
Wow, I have not heard a peep about Niobium. I actually have a nice little niobium etf I created. It will be an important material going forward. Great comment!
Hi Jay, I have published a book about how to invest in Junior Mining. It is my legacy to the mining sector in the hope it will attract new investors. In fact, It is almost everything that you should know before investing in Juniors mining. You can go on www.investinginjuniors.com to see some details about this book and order it. Title is "The art of investing in Junior Mining"
I always thought of nickel as just another part of the steel recipe, but I had no idea Indonesia was running the show. Jay’s article revealed that Indonesia currently controls about 61% of the world's refined nickel—and that figure might rise even higher. It’s wild to see how one country can hold such sway over a key ingredient that makes our steel strong and reliable.
this is the kind of analysis that actually illuminates, unlike the NYT op-eds filled with platitude and ideological BS. if policy makers don't understand how the real world works, instead of just how domestic politics work, then there is no good policy except by pure luck. This is also why China wins - a country run by engineers will always beat one run by financiers or lawyers, let alone some reality show personality.
I disagree about being run by engineers. Those in charge of China all belong to the Chinese Communist Party. I doubt, very few. if any, of them are engineers, including Xi. I am not saying China doesn't reward engineers and scientists, just that the country is not run by them.
1. being in the communist party and being an engineer are not mutually exclusive. for your information, being a communist is not a profession in China if it is where you are. 2. the last three top leaders were trained as mechanical, hydro and chemical engineers at college even if they didn't work as engineers for a career. their thinking and approach to issues come from an engineer's perspective. you can check where the past US presidents got their education from. 3. some of the most senior leaders in China now come directly from engineers and scientists pool like Yuan Jiajun, a Poliburo member, who was the head engineer for the Chinese manned space program. The head of Shanghai was an environmental scientist and president of Tsinghua University.
Opinions are not important, facts are. unfortunately too many people in the west have opinions absent of facts these days and that's why it is declining.
Jay, this has been an eye-opening series you have put on these last number of weeks. As a US citizen this is an important humbling conversation that needs to happen. However, in classic American style I am still an optimist for the USA and Canada. You have painted a grim picture here but for my two cents I see more of a bifurcation in power where we will have two or more large powers. And who knows, when Africa wakes up fully, they could become a 3rd! (This is decades away if at all)
My question is will you eventually be making a case, not for the 'west' (I think Europe is in big trouble), but for the Americas? Led by the USA of course but a power north to south that can successfully rival Asia?
As an American, I have not been an optimist anymore. Clearly, the National Debt's interest will continue to eat away at the budget until there's no room for anything else. Then it will be either hyperinflation or CBDCs or both. Clearly, both parties will kick the can down the road until it kicks back with a vengeance. Arrogant politicians will blame everyone but themselves. Tucked away foreign currencies, gold, etc.? Plan to be denounced as speculators and traitors.
Those with either resources or manufacturing capabilities are the most powerful nations. The United States used to be one, but like Cain, it despised its birthright, and sold it on the altar of "free trade." Once gone, those capabilities never return, despite what politicians say. None of them have any idea what establishing a new factory entails. Most couldn't run a lemonade stand and make money!
Thanks Jay, very interesting comments.
You can add NIOBIUM (Nb) to your list (85% production comes from Brasil and 15% from Canada. This metal is been added to make steel for airplane, pipelines, weapons, etc
See the book "The art of investing in junior mining"
Jacques Bonneau
Wow, I have not heard a peep about Niobium. I actually have a nice little niobium etf I created. It will be an important material going forward. Great comment!
Very cool, will check it out
Hi Jay, I have published a book about how to invest in Junior Mining. It is my legacy to the mining sector in the hope it will attract new investors. In fact, It is almost everything that you should know before investing in Juniors mining. You can go on www.investinginjuniors.com to see some details about this book and order it. Title is "The art of investing in Junior Mining"
Many Thanks
Jacques Bonneau
Junior minors are not for the faint at heart or those investing any money they might need in the future.
For sure RedBaron
I always thought of nickel as just another part of the steel recipe, but I had no idea Indonesia was running the show. Jay’s article revealed that Indonesia currently controls about 61% of the world's refined nickel—and that figure might rise even higher. It’s wild to see how one country can hold such sway over a key ingredient that makes our steel strong and reliable.
Appreciate the comment George
this is the kind of analysis that actually illuminates, unlike the NYT op-eds filled with platitude and ideological BS. if policy makers don't understand how the real world works, instead of just how domestic politics work, then there is no good policy except by pure luck. This is also why China wins - a country run by engineers will always beat one run by financiers or lawyers, let alone some reality show personality.
👌🏼
I disagree about being run by engineers. Those in charge of China all belong to the Chinese Communist Party. I doubt, very few. if any, of them are engineers, including Xi. I am not saying China doesn't reward engineers and scientists, just that the country is not run by them.
1. being in the communist party and being an engineer are not mutually exclusive. for your information, being a communist is not a profession in China if it is where you are. 2. the last three top leaders were trained as mechanical, hydro and chemical engineers at college even if they didn't work as engineers for a career. their thinking and approach to issues come from an engineer's perspective. you can check where the past US presidents got their education from. 3. some of the most senior leaders in China now come directly from engineers and scientists pool like Yuan Jiajun, a Poliburo member, who was the head engineer for the Chinese manned space program. The head of Shanghai was an environmental scientist and president of Tsinghua University.
Opinions are not important, facts are. unfortunately too many people in the west have opinions absent of facts these days and that's why it is declining.
Anther good one. Does this explain VALE's price being down for a while now? could it go up with more North American demand?
Jay, this has been an eye-opening series you have put on these last number of weeks. As a US citizen this is an important humbling conversation that needs to happen. However, in classic American style I am still an optimist for the USA and Canada. You have painted a grim picture here but for my two cents I see more of a bifurcation in power where we will have two or more large powers. And who knows, when Africa wakes up fully, they could become a 3rd! (This is decades away if at all)
My question is will you eventually be making a case, not for the 'west' (I think Europe is in big trouble), but for the Americas? Led by the USA of course but a power north to south that can successfully rival Asia?
As an American, I have not been an optimist anymore. Clearly, the National Debt's interest will continue to eat away at the budget until there's no room for anything else. Then it will be either hyperinflation or CBDCs or both. Clearly, both parties will kick the can down the road until it kicks back with a vengeance. Arrogant politicians will blame everyone but themselves. Tucked away foreign currencies, gold, etc.? Plan to be denounced as speculators and traitors.
Those with either resources or manufacturing capabilities are the most powerful nations. The United States used to be one, but like Cain, it despised its birthright, and sold it on the altar of "free trade." Once gone, those capabilities never return, despite what politicians say. None of them have any idea what establishing a new factory entails. Most couldn't run a lemonade stand and make money!
Man, Indonesia’s move to lock down their resources really changed the market. Power moves in trade are next level.