James Cooper’s Mining Memo

In this final edition, we outline why controlling global oil could be the US’s last weapon in hanging onto its decades-long hegemony. Control the Oil. Control the World.

Critical Minerals have been touted for their supply concentration; but rarely is oil put in that category. Yet three countries control almost half of the world’s supply.

Supply chain dominance of critical minerals has been used to push national agendas. What happens if energy is used as the next major coercive tool?

The old energy order is fracturing. Decades of balance between buyers and sellers is unravelling — and the suppliers are winning.

Markets are rallying — but don’t be fooled. One critical support level suggests the oil crisis has further to run.

While JPMorgan and the IEA predicted falling oil prices, one contrarian signal quietly pointed to the trade of the year.