What do F-35s, missiles, AI, and the energy transition have in common❓

They all rely on #CriticalMinerals...and NATO's supply chains remain vulnerable to disruption.

Antonia-Laura Pup's (@Georgetown Graduate Fellow at Small Wars Journal) latest article examines why the…

— Small Wars Journal (@smallwars) June 30, 2026

AI Capex Isn’t a Black Hole

Artificial intelligence is moving from frontier spectacle to strategic infrastructure far faster than markets seem prepared to admit. Hyperscalers and adjacent platforms are committing hundreds of billions of dollars a year to data centres,… https://t.co/BCEDhuaUyV

— James E. Thorne (@DrJStrategy) July 1, 2026

□ THE ENERGY TRANSITION NEEDS 293 NEW MINES BY 2030

Battery demand alone requires:

• 61 new copper mines
• 52 lithium mines
• 31 natural graphite mines
• 29 rare earth mines
• 28 nickel mines

Copper gap:

• Current supply. 22.9M tonnes
• Additional needed. 3.7M tonnes… pic.twitter.com/SNOtFSdZOQ

— Jack Prandelli (@jackprandelli) July 2, 2026