Article
China Loses Monopoly Over The Rarest Of Rare Earths
China Loses Monopoly Over The Rarest Of Rare Earths
With less than three weeks to go the Trump-Xi summit in China, the scramble for leverage and superiority - whether in terms of the Iran war or the just as important supply chain of rare earths - is on. That explains why the Pentagon’s push to get its hands on the rarest of the rare-earth elements leads all the way to this small port city in Malaysia.
As the WSJ reports, Australia's Lynas Rare Earths has begun pumping out heavy rare earths,...
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May 12, 2026 / Dave DeCamp
Trump Says Financial Situation for Americans Not a Factor in His Decision Making on Iran War
President Trump said on Tuesday that the financial situation for Americans was not a factor in his decision-making when it came to Iran, comments that come as Americans continue to face rising gas prices as a result of the war the US and Israel started. “Not even a little bit,” the president told reporters before […]
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Apr 16, 2026 / Tyler Durden
Mises, Rothbard, & Libertarian 'Just War' Theory In The 2026 Iran War
Mises, Rothbard, & Libertarian 'Just War' Theory In The 2026 Iran War
Authored by Daniel Lacalle,
As of April 2026, the US and Israel are still at war with Iran. The war began on February 28 with surprise bombings that killed Supreme Leader Ali Khamenei and other high-ranking officials. Since then, attacks on infrastructure have continued, leading to significant disruptions in essential services and escalating tensions in the region. Iran has attacked targets in Gulf nations and tightened its grip on the Strait of Hormuz as a result.
The conflict has damaged the economy around the...
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Sep 22, 2026 / Tyler Durden
Goldman Warns Nightmare Refining Crisis Could Prolong Diesel, Gas Price Pain Through 2027
Goldman Warns Nightmare Refining Crisis Could Prolong Diesel, Gas Price Pain Through 2027
Goldman energy analyst Nikhil Bhandari warned in a note on Monday that the global refining system is too stretched to support a full recovery in fuel demand while inventories rebuild. This suggests that fuel prices will remain elevated into next year.
Bhandari told clients that refining margins must remain elevated to restrain consumption and limit restocking, keeping demand within the industry's ability to supply diesel, gasoline and jet fuel.
On an ex-China basis, Bhandari expects 300,000 barrels a day of refining...
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