Seasoned investing sensitive to economic policy and geopolitical trends. From the energy transition and critical minerals to defense, AI, and technology.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 21 | Founded | 10 months ago | Last Issue | 3 months ago |
| Active | |||||
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themeridianreport.comLatest Issues
The Nuclear Fuel Cycle's Red Wedding
From the Nine Citadels to Project Janus—The Department of War sends its regards.
The global nuclear energy sector is currently undergoing a structural transformation of a magnitude not seen since the 1970s. This resurgence is not merely a...
The EPA Announcement: NEPA, Environmental Reviews, and the Emerging Energy Landscape
The announcement today, February 12, 2026, on the revocation of the Endangerment Finding and its impact on the Environmental Protection Agency (EPA) is being widely reported across press outlets—and for good reason. The landmark finding—a s...
Trade Strategy and Portfolio Management: A METC Case Study
Strategies to manage a trade and capitalize on volatility, time, and underlying value.
The content below is excerpted from the Meridian Trading Terminal.
The Red Zone: Surviving the Defense Mineral Embargo
The $275M push to turn waste into minerals—and the consortiums quietly leading the charge.
The United States Department of Energy (DOE) issued Funding Opportunity Announcement DE-FOA-0003583 with a clear mandate: spend $275 million to turn...
The Hidden Kill Switch in the Defense Logistics Agency's Rare Earth RFI
While the retail market is chasing “free money” from Department of Energy grants, the real strategic value—Defense Department procurement—just showed its hand. Just a few days ago, the Defense Logistics Agency (DLA) quietly released a Reque...
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Authors
The writers behind this newsletter.
Deep-dive investing in energy, critical minerals, defense, technology—anchored in economic policy and real-world geopolitical events. $75K -> $45M.
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