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Sustainabledude

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Substack
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Issues4Founded4 years agoLast Issuea year ago
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Latest Issues

Why China banned rare earths... but not all of them

As I mentioned in my first post on Substack, rare earths suffer from being chemically aligned in a way that’s almost too neat. They occur together in the same deposits, turn up side by side in end-use applications, and run together through...

a year ago
123
22

Rare earths are a mess. Let’s make sense of them.

Many reading this might know me from Twitter/X, where I’ve written plenty of shorter, direct takes about rare earths. What often starts as a quick discussion of a few companies quickly expands as the ideas keep flowing, and before I know it...

a year ago
74
5

How AI can Provide an Edge in Mineral Exploration & "The Single Lens Theory"

This article is a follow up to my previous article, where I laid out the case as to why today's ubiquitous AI narratives have distorted many people’s expectations with regard to what AI is, and what AI is actually capable of doing. In a per...

4 years ago
1

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This is Sustainabledude's Newsletter, a newsletter about Commodities, Mining & Tech.

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4 years ago

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