
My personal Substack
| Platform | Pricing | Only free issues | Publishes | Daily | |
|---|---|---|---|---|---|
| Issues | 134 | Subscribers | Read | amandavandyke.substack.com |
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This is a UK-centric article, but it should be read as a case study with global relevance.
Steel is not just “refined iron ore,” metallurgical coal is not just “another fuel,” and “green” hydrogen steel is nowhere near the magic escape hatch people are selling you. More than 70% of global steel is still made via blast furnaces us...
Most people have never thought about the chemicals industry for a single second. They think about oil prices, food prices, the cost of metals. But chemicals? That’s just something that happens in labs, isn’t it?
The “value” of the global economy is an abstraction. The global economy is not built on capital. It is built on energy, materials, chemicals, and food, and we are hitting the limits of that physical base.
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The writers behind this newsletter.
Founder of the Critical Minerals Hub. Author of the Mineral Imperative. Mineral commodites related commentary and research. Not investment advice. I will never solicit on this platform please beware of scammers.
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