Trade, prices, debt, labor, and growth, read through the data.
The US Geological Survey counts 50 of the world's 73 billion tonnes of phosphate reserves in Morocco, and 36 of the 250 million tonnes mined in 2025. The gap between owning the element food depends on and monetising it is the whole strategy of the Moroccan state's largest company.
Aug 15, 2026 · 7 min read
Groningen closed by law on 19 April 2024 with hundreds of billions of cubic metres still underground, because the ground above it would not stop shaking. A democracy chose earthquakes over energy in the middle of an energy crisis. The bill, the lawsuits, and the lesson.
Aug 15, 2026 · 7 min read
In February 2025 the DRC suspended cobalt exports outright; since October it rations them by quota, at roughly half the old volume. The price of the metal rose 130% in a year. What the world's most concentrated mineral supply does when the supplier starts acting like one.
Aug 15, 2026 · 9 min read
BNEF's 2025 survey puts the average pack at a record-low $108 per kilowatt-hour, China at $84, and North America and Europe 44% and 56% above that. Two companies install a majority of the world's EV batteries. The cost gap is the industrial policy question of the decade, quantified.
Aug 15, 2026 · 7 min read