Asymmetric Research
Independent natural resources research. Mining investing legend Rick Rule has highlighted our work on multiple occasions. Founded by a former sell-side equity analyst and hedge fund analyst at an energy transition fund. Not investment advice. DYOR.
| Platform |  | Pricing | Only paid issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 73 | Founded | 2 years ago | Last Issue | 12 days ago |
| Active | |||||
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asymmetricresearch.substack.comLatest Issues
EU Natural Gas: Welcome to the Crisis
European gas is back in crisis territory, and this has been our highest-conviction call of the year. What now.
European gas is back in crisis territory, and this has been our highest-conviction call of the year. In this note we set out whe...
A Rare Dislocation Opened in Uranium
These valuation gaps in the physical funds appeared only a handful of times since 2022.
This note is free to read. Our paid subscribers had this setup in real time, in the daily commentary, as it developed.
Uranium: Kazakhstan Snubs Russia
A development last week put the Kazakh supply question back in play, and it is bullish for uranium.
A development last week put the Kazakh supply question back in play, and it is bullish for uranium. In this note we cover what happened, wh...
Rare Earths: A Lowball Bid for One of the Best Assets Outside China
Lynas, the leading Australian rare earths producer, has made an offer to acquire all of Meteoric Resources, a stock we own and which holds a Tier 1 rare earths project in Brazil. What now.
Lynas, the leading Australian rare earths producer...
Nuclear/Uranium: Westinghouse Is Targeting $50bn. Here's What We'd Do Now
Bloomberg reported last week that Westinghouse is targeting a valuation of more than USD 50bn in its coming US IPO, with a public filing as soon as October. Implications...
Bloomberg reported last week that Westinghouse is targeting a valu...
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| Subscribers | Engagement | 71 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
Institutional-grade, model-driven research on commodities and equities. Fundamentals first. Ex sell-side & hedge fund analyst. ZeroHedge contributor. Rick Rule has publicly mentioned our research. Not advice or a personal recommendation. DYOR
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