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Beyond The SPR: Stifel Spots Another Depleted Strategic Stockpile In Urgent Need Of Rebuilding
Beyond The SPR: Stifel Spots Another Depleted Strategic Stockpile In Urgent Need Of Rebuilding
Stifel's "own the bottlenecks" theme favors producers that can supply Western markets with conflict-free critical materials today. China's tightening export controls will collide with a looming multiyear rearmament cycle and reinforce the urgency of finding stable production outside China.
The Trump administration's big push to rebuild the US defense industrial base is creating a multiyear investment opportunity in critical materials supply chains as sourcing shifts from China to allied countries.
Stifel aerospace and defense analyst Jonathan Siegmann...
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May 30, 2026 / Tyler Durden
Iran Poised To Finalize Hormuz Strait Management Plan, Brushing Aside Trump's Threats
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Iran's state Tasnim is saying the US naval blockade remains in effect, despite days of headlines of a 'finalized' US-Iran deal, which were clearly premature - though both sides still signal they are close to agreeing on a Memorandum of Understanding. But this is toward simply extending the ceasefire by 60-days in order to get back to the table, in hopes of finally ending the war based on a final deal.
Despite President Trump's latest warning which declared strict...
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Jul 15, 2026 / Tyler Durden
Fort Knox Standoff: Bessent Says All The Gold Is There, Says America 'Used To Be Backed' By It
Fort Knox Standoff: Bessent Says All The Gold Is There, Says America 'Used To Be Backed' By It
U.S. Treasury Secretary Scott Bessent has once again assured the public that America's gold reserves remain fully intact, pushing back against years of speculation surrounding the legendary vaults at Fort Knox. In a Fox News interview with Jesse Watters that aired Monday night, Bessent reiterated his standing assurance that every ounce of the nation's bullion is "present and accounted for" - while making no plans to visit the Kentucky depository himself.
"I am...
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Aug 20, 2026 / Tyler Durden
Mass Casualties In Large Russian Assault On Ukraine's Capital, Air Defenses Dwindle
Mass Casualties In Large Russian Assault On Ukraine's Capital, Air Defenses Dwindle
Ukraine started the week with near record-setting drone attacks on Moscow, with over 600 UAVs sent against the Russian capital Monday night into Tuesday.
The expected major Russian retaliation has come overnight, with a huge missile and drone barrage on the Ukrainian capital. Many dozens were sent, killing over 16 people and injuring more than 40, local authorities report.
Ukrainian media
The casualty rate was high despite that Ukraine says it managed to intercept nearly 90% of inbound projectiles, which it...
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