798 Photos and videos
US trade rep Jamieson Greer is trying to convince the world’s big consumers to pay more for minerals. He’s not wrong but it’s a hard hard sell
And just as much at home as abroad. Trying to compete w China could be a bottomless money pit
Thinking a lot rn of Rick Perry, c2017…
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Tim Puko retweeted
Jun 12
3/1: "four to five weeks"
3/9: "very soon"
3/16: "won't be long"
3/23: "very good and productive conversations"
3/26: talks to end the war are “going very well"
3/29: "I think we'll make a deal with them, pretty sure"
4/1: “very shortly”
4/6: "They’ve made a proposal, and it’s a significant proposal."
4/8: ""A big day for World Peace!"
5/18: "we’ve had very big discussions with Iran"
5/23: "will be announced shortly."
6/1: "rapid pace"
6/11: "next few days"
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Tim Puko retweeted
Jun 9
Without precedent. Japan in its peak year exported 6 million, half as many as China will export this year.
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Giant political risk for the U.S. minerals strategy if the public perception of it is cronyism and corruption.
And here we have a leading Dem candidate highlighting the Trump family connections in one of its most important developments. Expect investigations, and more delay…
Jun 5
Ossoff: Last September, the President of Kazakhstan calls Donald Trump and says he wants to grant tungsten mining rights to an American company. And the very next month, Eric and Don Jr. get a stake in the American company pursuing the mining deal.
Six days later, six days after Prince Eric and Prince Don get their stake, Kazakhstan announces this company will get, “The largest known undeveloped tungsten resource in the world.” A few more weeks go by, and then the U.S. government, run by their father, sets aside 1.6 billion of your tax dollars to fund and finance their mining project. In Kazakhstan.
All this while you pay more for gas, for groceries, for health care, and that's just the tip of the iceberg.
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The conflicts of interest in the Trump admin’s deal-making has turned the minerals strategy into an obvious political target. There is strong bipartisan support in Washington for critical minerals, but this is a clear sign of how that could deteriorate into a toxic political mess
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Tim Puko retweeted
May 19
Just because it's a bad idea doesn't mean they won't try to do it.
May 19
about the only thing left would be export restrictions- something that would be absolutely chilling to future refining output and U.S. oil production growth. the long-term damage from that would be significant.
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Lots of important findings in this story but these are the biggest, signs the fertilizer crunch is about to start hitting planting seasons around the world. And likely many of the world’s poorest will suffer first and the worst from the Iran war’s ripple effects.
May 9
Thailand is one of the first ag countries to enter a planting season since the Iran war. We went to document the impact of supply shocks to fuel/fertilizer — It was worse than I anticipated.
Farmers are leaving huge tracts of land barren bc they can’t afford to plant.
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Tim Puko retweeted
Apr 26
outrageous. media companies need to find a way to get info out faster than in print. perhaps a way to publish instantaneously, and in a manner that could be updated as news develops. and what if, someday, you could somehow get the articles without having to go to a newsstand?
Apr 26
This seemed so outrageous (even for the NYT) that I wanted to verify it
I went and got a physical copy and took this photo
The shooting was at 8:34pm ET on Saturday night
Is this not enough time to get the story in print?
If not, then how is this “news”?
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US trade rep Jamieson Greer is trying to convince the world’s big consumers to pay more for minerals. He’s not wrong but it’s a hard hard sell
And just as much at home as abroad. Trying to compete w China could be a bottomless money pit
Thinking a lot rn of Rick Perry, c2017…
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And to @GavinBade, a real one, for this deep cut from what feels like a past life
utilitydive.com/news/perry-o…
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There are a lot of countries that want something like this right now. Brazil is one of the few with a good chance of pulling it off.
Brazil makes clear it won’t just be exporting ore, and wants midstream processing and manufacturing capacity in exchange for access to minerals.
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In 2025 @Securing_Energy put together the best critical minerals event of the year. Very excited to see what they do with an even bigger agenda at #SAFESummit2026
Apr 9
The #SAFESummit2026 agenda is live: safesummit.org/safe-summit-2…
Topics include: US-China competition in the automotive sector, securing defense-critical supply chains, and future-proofing our grid infrastructure.
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C. 2019 it came up chatting w a Trump official that I was reading a history of the opium wars. She asked what I learned halfway through
“How swiftly an entire society can collapse when bureaucrats feel they can’t be honest with leaders.”
She did not have any response to that!
Apr 16
leaders aren’t giving trump unvarnished, real expertise or advice, and it’s not just happening among members the administration and business leaders.
it’s happening with world leaders too.
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“From NIMBY to BANANA,” @timmcdonnell @semafor with a diagnosis of other issues behind this trend of paralysis among US investors and companies
Dislocations and market shifts like this are usually where business opportunities start. But a little time around #CERAWeek or talking to any executive and it’s clear more of a paralysis is taking hold.
Tariffs—and the potential for more trade barriers—make materials to build…
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From a deep dive by @DrewFitzGerald and @laraseligman showing that at Trump’s Pentagon, Steve Feinberg is the process.
wsj.com/politics/national-se…
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