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What Batteries Need More Than Lithium

A $250M contract points to a supply chain with zero domestic output.

Oct 7, 2026

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8 min read

74% of Silver Ignores Its Price

Six consecutive deficits and the mechanism still can't correct.

Oct 6, 2026

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5 min read

Where U.S. Potash Actually Comes From

One exemption keeps the price from doubling overnight.

Oct 5, 2026

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5 min read

The $10.4B Gap in the Tariff

Washington exempted it because no replacement exists.

Oct 3, 2026

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8 min read

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Oct 7, 2026

•

8 min read

What Batteries Need More Than Lithium

Jason Van Steenwyk

What Batteries Need More Than Lithium

Oct 7, 2026

•

8 min read

74% of Silver Ignores Its Price

Oct 6, 2026

•

5 min read

Oct 7, 2026

•

8 min read

What Batteries Need More Than Lithium

Jason Van Steenwyk

Oct 7, 2026

•

8 min read

What Batteries Need More Than Lithium

Jason Van Steenwyk

Where U.S. Potash Actually Comes From

Oct 5, 2026

Jason Van Steenwyk

One exemption keeps the price from doubling overnight.