⛏ The Secret Pipeline that Runs Through Your Dinner Plate

The Secret Pipeline that Runs Through Your Dinner Plate
The U.S. government just admitted we can’t feed ourselves. Last month, they quietly added potash to the Critical Minerals list. It’s the same designation as lithium and the same panic level as rare earths. Here’s what they’re not saying out loud: 86% of the fertilizer that grows your food comes from other countries. And the biggest suppliers aren’t exactly our friends. Read on »

Lundin Gold: A Geological Unicorn, Priced for Perfection
Lundin Gold is guiding to a maiden resource in H2-2025 and had one rigs chewing on it in Q2 2025. 11 surface rigs were drilling, with four of them at Trancaloma (east to FDN), one at Sandia (north east to FDN), one below FDN depth, one at FDN East, one at Bonza Sur, and three testing new sectors. Whatever they find inside the above white-dotted perimeter converts, by design, to high-margin cash flow. Read on »

Silver's Golden Moment Has Arrived
In light of this historic move, we assume you’re keen to know the drivers behind it. After all, the last time silver pulled a stunt like this, Walkmans were cutting-edge tech. Fortunately, your author is somewhat obsessed with the silver market, having written the following silver chapters for the In Gold We Trust report over the last 3 years. In this sense, you’re in good hands as we delve into the catalysts behind this nascent silver bull… Read on »