Tesla’s Cobalt Blues: Growth Fallacies and Supply Chain Risque Majeure

In its Q2-18 shareholder letter, Tesla predicted that beginning in Q3-18 it will, absent a severe force majeure or recession, achieve sustained quarterly profits with continued rapid growth. In Tesla’s Q2-18 conference call, Elon Musk predicted profits and positive cash-flow for every future quarter, unless there's a recession or force majeure that interrupts Tesla’s supply … Continue reading Tesla’s Cobalt Blues: Growth Fallacies and Supply Chain Risque Majeure

The EV Revolution – the West “adopts” the Diktat

A key problem of the decision to electrify the powertrains of personal and road-freight vehicles in most industrialized countries is that it was purely politically, not market, driven outside of China (and I think Korea and perhaps even Japan). The “scientific model” making bureaucrats in support of the lowest common denominator social justice, re-election, and … Continue reading The EV Revolution – the West “adopts” the Diktat

The Global Supply of Critical Metals….. with Chinese Characteristics

We wouldn’t expect a charity to fund a mine, much less a comprehensive national mining program focused on creating national self-sufficiency in critical metals and minerals, one, as an example, that would make a modern industrial country self-sufficient, and in that way “secure,” in critical technology metals. The scale of the challenge is something that … Continue reading The Global Supply of Critical Metals….. with Chinese Characteristics

The Trump Doctrine and American Self-sufficiency in critical materials

The president recognizes the United States is engaged in economic war—and his policies reflect the will to fight back The mainstream media’s bias against President Donald Trump has caused it to miss the most dynamic change in American foreign policy in a century, implemented by the president this year. The president’s earlier withdrawal from the … Continue reading The Trump Doctrine and American Self-sufficiency in critical materials

Rare Earths & Lithium – The Mammoth Disconnect

The most startling act of cognitive dissonance in the mining space in this day and age is amongst those investors and analysts that enthuse about Lithium/Cobalt/Graphite and yet cannot raise an eyebrow for Rare Earths. The thesis is rather simple. If you believe that the we are on the cusp (or indeed already in) a … Continue reading Rare Earths & Lithium – The Mammoth Disconnect