Strategic Resource Intelligence
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The intelligence file.
Copper Security Has a Chemistry Problem: No Acid, No Cathode
A global sulfuric acid shortage threatens the copper supply chain. Discover why this crucial reagent is a hidden bottleneck, and how Gunnison Copper bypasses it with an onsite acid plant at its Arizona project.
The Iran Deal Has a Mountain-Sized Footnote
Trump says the Iran memorandum blocks a nuclear weapon. The leaked terms suggest a stranger story: oil relief now, nuclear details later, and a very large unanswered question under Pickaxe Mountain.
The Griftoboros Is Complete as SpaceX IPO Pops 24% Out of the Gate
SpaceX opened above its record IPO price and quickly pushed past a $2 trillion valuation. The bigger story is how Musk turned rockets, Starlink, xAI, X, Grok and retail hype into one giant public-market machine.
The Flesh-Eating Screwworm Is Back, and the “Wasteful” Fly Program Suddenly Looks Pretty Smart
New World screwworm is back in Texas and New Mexico after decades of U.S. eradication. The flesh-eating parasite is exposing what happens when boring prevention programs get treated like waste.
Millions Lost Food Aid and Washington Is Calling It a Strong Economy
SNAP enrollment has fallen by more than 3.5 million people since last summer’s budget law. The official spin is fraud prevention and a better economy. The uglier explanation is paperwork.
Half the S&P 500 Is Trading Above 10x Sales. Dot-Com Investors Have Seen This Movie.
A new valuation chart shows 51% of the S&P 500’s market cap is in stocks trading above 10 times sales. That was supposed to be the warning label, not the business model.
South Korea’s Market Halt Is a Warning Shot for the AI Trade
The KOSPI plunged hard enough to trigger a trading halt, as Samsung, SK Hynix and the global chip trade got hit by the same problem: the AI story is still huge, but the stocks were priced like nothing could go wrong.
The AI Bubble Got Hit Once and Trump Is Already Floating Taxpayer Bailouts
After a brutal tech selloff, Trump floated the idea of the American public taking stakes in top AI companies. That is not officially a bailout yet. But the timing is doing a lot of screaming.
Everything That Could Go Wrong for Markets Went Wrong Today
Stocks, crypto, metals and the AI trade all cracked in the same session, after a hot jobs report forced investors to reconsider the one thing holding this market together: easy money coming back soon.
Anduril Is Building the Arsenal. Now the Mineral Supply Chain Has to Be Built With It.
Anduril is scaling drones, missiles, sensors, and autonomous defense systems. That growth creates a harder question: who supplies the silver and antimony behind the next American arsenal?
The Griftoboros: Elon’s Self-Dealing Empire Is Eating Itself
Elon Musk’s Tesla, SpaceX, xAI, and X merger looks less like genius and more like the ultimate can-kick, a circular hype machine where every failed “next year” promise gets rolled into a bigger grift.
Financing the Holiday on Fumes: War, Inflation, and the $4.50 Memorial Day Pain Tax
Memorial Day travel is hitting record levels while gas prices surge above $4.50, flights strain under holiday demand, and storms threaten major routes. The summer travel boom is not proof Americans feel rich. It is proof people are tired of having nothing left.
Trump Wanted Powell Gone, Powell Chose The Shadow Chair Route
Jerome Powell’s final FOMC meeting as Fed chair turned into a fight over central bank independence, Trump pressure, Kevin Warsh, interest rates, and whether Powell will remain a shadow force inside the Fed.
Credit Card Debt Became A TikTok Trend, And Everyone Is Pretending It’s Normal
Credit card debt is becoming viral content as Americans post massive balances, minimum-payment traps, retail card debt, and 25% APR horror stories while banks, apps, and influencers profit.
U.S. Has Zero Gallium and Why $5.4 Million Won't Save the U.S. Semiconductor Supply Chain
The U.S. hasn't produced gallium since 1987, leaving defense and chip sectors 100% dependent on foreign imports. As the DOE scrambles with the TRACE-Ga initiative, the reality of America's industrial hollow-out is hitting the fan. See why $5.4 million is nowhere near enough to pivot.
Zero-Day Updates: Hormuz Mines, Baltic Nukes, and Pipeline Sabotage
The U.S. Navy moves to lethal force in the Strait of Hormuz as Iran lays mines, while France and Poland break protocol with nuclear simulations. From pipeline sabotage to tactical bluffs, the global industrial base is entering a period of forced interdiction. Here is the reality.
PROJECT SOLARIUM: The System You Fund and Never See
Project Solarium reveals the hidden system behind U.S. global power—where taxpayer money funds military, economic, and psychological control to secure critical resources. The public sees policy. The system operates far beyond it.
01Critical resourcesSupply, scarcity, extraction
02War & policyStatecraft, doctrine, security
03Industry & capitalManufacturing, markets, finance