Tim Puko
@TimPuko
Minerals, mining, energy and climate @EurasiaGroup Formerly @washingtonpost @WSJ @TribLIVE “He seems well-meaning and is not terribly annoying." Views my own
As we forecast last week, we’re entering a new era of market management in minerals with what the DRC is doing w cobalt. Resource nationalism is going to have all sorts of implications, for clean energy and climate change, and fundamental national security.
Congo may extend a suspension of cobalt exports beyond a planned four-month period as it considers ways to maintain higher prices for the electric-vehicle battery material, President Felix Tshisekedi said bloomberg.com/news/articles/… via @markets
Steel mills, a rare earths mine and a media company—Trump putting together an amazing 80s/90s-style conglomerate that Wall Street bankers are going to salivate over the payday from dismantling in a decade or two
TikTok going from a privately-owned Chinese company to a state-owned U.S. company? Folks used to predict that the Chinese and U.S. economies would converge over time, but not this way.
World’s largest copper producer says Trump’s tariffs are causing ‘anxiety’ on.ft.com/40Y8Cwk
World’s largest copper producer says Trump’s tariffs are causing ‘anxiety’ on.ft.com/40Y8Cwk
Sending Canada and its goods into the arms of Europe is a great way to make minerals, energy and defense materials (along w many other things!) more expense for the U.S. with little strategic gain
unimaginable headline a few months ago: america’s closest increasingly derisking from united states
Yes this is a former Biden administration official saying this, but industry leaders are concerned about this very outcome, even if they can’t say it publicly bc of the politically difficult position Trump has put them in.
What could the memo mean? “It absolutely will create so much bureaucratic process that no solar or wind projects are likely to move in a timely and efficient manner, if at all,” said Eric Beightel, former executive director of the Federal Permitting Council under Biden
Another sign the administration is intent on making U.S. wind and solar development unworkable despite safe harbor protections that industry advocates got into the new tax law.
SCOOP: Trump taking new steps to block wind and solar projects, undisclosed memo says. Interior Sec Doug Burgum will have to sign off on any permits on federal lands. Stems from recent EO targeting tax credit phaseouts in megabill. w @zcolman subscriber.politicopro.com/article/2025/0…
different projections of trump’s “big beautiful bill” on united states gdp white house projection is very exciting
And we’re about to have a UFC match on the White House lawn Feels like what Dylan was singing about back when
So the Red Sox just visited the White House because they were in town, not because they had won or anything
being recommended to stop using em dashes because ChatGPT uses them a lot
It’s the low(er)-key “Gulf of America” hat that would get me, a Mike Judgian chef’s kiss
Imagine turning on the TV and seeing this in 2012