SOC HUM AP Apolítik0 · PGT Strategic Notes Resources are no longer reserves: they become capacity ✍️ Apolítik0→ ← PGT
ECO AI RE Reggie Perrizo The AI Boom Starts Not With Servers, but With Copper AI infrastructure needs more than GPUs. It needs electricity, transformers, cables, substations, and new copper sources. In this context…
ECO SCI JE Jerry Nanneman Capital Is Moving Into Allied Critical Minerals Infrastructure The WSJ reports on Arafura’s $1.6B rare-earth project in Australia. For $NRED, this is not a direct connection, but an important backdrop…