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If We Analysed Countries The Way We Analysed Companies
Trade deficits and fiscal deficits are usually discussed as abstract macroeconomic artefacts – something for economists to debate, for central bankers…
Feb 17
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Amanda van Dyke
6
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The Dark Oxygen Theory: A Perfect Example of How Eco-Alarmists Hijack Debates with Fear and Misinformation
Last weekend I wrote a post that had me genuinely excited.
Feb 13
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Amanda van Dyke
6
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From Ore to Order: Why Understanding China Is a Precondition for Working in Mining Today
A number of years ago, at the Denver Gold Forum, I fell into conversation with a Connecticut‑based fund manager.
Feb 12
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Amanda van Dyke
7
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The Mineral Imperative: How and Why China Became a Metals and Minerals Superpower
There is no country in the world that better understands the mineral imperative than China.
Feb 11
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Amanda van Dyke
7
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The History of Metals Stockpiling: How the West Sold the Foundations of Power
For most of the 20th century, American strategists understood something we have spent the last thirty years trying to forget: that the foundations of…
Feb 6
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Amanda van Dyke
14
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A Newtonian Warning: Why the US Critical Minerals Vault and Trading Bloc Could Trigger More Chinese Hoarding and Crackdowns Short-Term
The Trump admin’s “Project Vault” ($12B strategic reserve, Feb 2, 2026) and allied trading bloc (price floors, tariffs, FORGE deals) aim to dismantle…
Feb 5
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Amanda van Dyke
11
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What $12 Billion Can’t Buy
Yesterday, Donald Trump announced Project Vault: a $12 billion strategic stockpile of critical minerals, unveiled with characteristic fanfare and framed…
Feb 3
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Amanda van Dyke
20
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The Mineral Imperative: Why I Wrote This Book
Today marks the launch of my book, The Mineral Imperative, a project years in the making and decades in the forming.
Feb 1
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Amanda van Dyke
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