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How A Magnet Shortage Could Bring The $10 Trillion Tech Sector to a Halt March 31, 2026
REalloys (NASDAQ: ALOY) is assembling the only non-Chinese supply chain for a component powering nearly everything the modern economy runs on — but one that almost nobody outside the industry pays attention to. A single F-35 carries roughly 435 kilograms of these materials. MRI machines need them to power today's medical imaging. They’re in the […]
Coal Is Back — and Japan Is Driving the Rally March 30, 2026
Japan’s heavy dependence on imported energy is being put through a real-time stress test. The crisis triggered by the war in Iran and the effective closure of the Strait of Hormuz has exposed the structural vulnerabilities in one of the world’s largest energy importers. With roughly 90% of its crude oil sourced from the Middle […]
Why Nuclear Won’t Shield Europe From Energy Price Shocks March 30, 2026
Every time energy prices spike, nuclear power makes a comeback in the debate. The argument is familiar. If Europe had more nuclear, it would be insulated from volatile gas markets. Prices would be stable. External shocks—from Hormuz to Ukraine—would matter less. There is truth in that. But only up to a point. And crucially, only […]