Since we launched our commodities multiverse series back in July (click here if you are new to TSF and want to start at the beginning), we have largely focused on discrete commodities. For [...]

Last year around this time, fertilizer prices were approaching their lowest levels in a decade. Fast forward 12 months, and fertilizer prices are now at decade highs, increasing to levels last [...]

In Gretchen Bakke’s interesting book ‘The Grid,’ she states that; “The grid is not just something we built, but something that grew with America, changes as our values changed, and gained its [...]

 For most of the year, uranium prices have trudged along unremarkably. Then, in August, uranium prices went “to the moon”. In the span of a month, the uranium spot price surged 70 percent. Prices [...]

What a difference a year can make. In 2020, natural gas prices declined to multi-year lows. According to BP’s 2021 Statistical Review of World Energy, prices at U.S. Henry Hub averaged [...]

Our series on critical mineral commodities is focused on the future. We are looking at long-term supply and demand fundamentals, cutting edge technological uses, and potentially brittle supply [...]

Nickel and the various compounds derived from it are essential to modern manufacturing practices. Among nickel’s extensive virtues are its high melting point, its natural resistance to [...]

Carl Sagan once famously said, “The cosmos is within us. The nitrogen in our DNA, the calcium in our teeth, the iron in our blood, the carbon in our apple pies were made in the interiors of [...]

To understand the World, you must understand the trends in technology and innovation that has brought us to this point and that will carry us to the next plateau. In the summary of Carlota [...]