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Apple Hikes Prices and the AI Boom Sends the Bill to Main Street
Micron quadruples revenue, data centers eat the memory supply, and Apple announces its first major consumer price hike in years… the AI infrastructure build just broke the electronics supply chain, and Tim Cook is making you pay for it…
Banks See Fifteen Thousand
Goldman and Citi just raised copper targets while mines stay broken. The deficit math finally caught up to the forecasts.
When the Monopolist Goes Public: A Two Trillion Problem
SpaceX's June 12 IPO just forced the entire orbital economy into a corner, and the repricing looks nothing like opportunity.
Smelters Pay Triple Digits For the Privilege
Copper TC/RCs hit minus $102.84 this week. That's not a margin squeeze—it's the inversion of an entire industry.
Backwardation at Nineteen Years Says Aluminum Has Already Run Out
LME aluminum hit $3,707 on the physical market's tightest conditions since 2007—and the premium structure proves this isn't speculation.
Europe Refines Lithium for the First Time in History
Finland just started producing battery-grade lithium from its own ore. That's not an expansion — it's a monopoly breaking in real time.
The $948 Ton That Just Broke Battery Economics
Indonesia's nickel smelters are slashing output as Middle East sulfur prices double—and consensus doesn't realize the damage is permanent.
Half the World's Heavy Rare Earths Are Now a War Zone
Myanmar's junta just launched an offensive into Kachin State. The mining belts along the Chinese border produce 50% of global heavy rare earths.
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