Commodities | StableBread's Newsletter

Commodities

Overlooked Tungsten Play

China choked off tungsten, and the miners already ran 10x. The hardest input to secure is high-purity powder, and chipmakers are now switching to molybdenum. One overlooked American name is positioned for both.

by Fajasy

Jul 2, 2026

Commodities

$725M Rare Earth Bet

The only U.S. company producing two commercial-purity heavy rare earths from ore, the kind almost no one outside China can make. Both are critical to defense and the AI buildout, and the U.S. government just committed up to $725M to back it.

by Fajasy

Jun 23, 2026

Commodities

Silver's Structural Deficit Is Getting Worse

Solar demand, supply inelasticity, and China's export restrictions are tightening a market that's been in deficit for five years.

by Fajasy

Jun 11, 2025