Tim Puko
6.4K posts
@TimPuko
Minerals, mining, energy and climate @EurasiaGroup Formerly @washingtonpost @WSJ @TribLIVE “He seems well-meaning and is not terribly annoying." Views my own
about the only thing left would be export restrictions- something that would be absolutely chilling to future refining output and U.S. oil production growth. the long-term damage from that would be significant.
Thailand is one of the first ag countries to enter a planting season since the Iran war. We went to document the impact of supply shocks to fuel/fertilizer — It was worse than I anticipated. Farmers are leaving huge tracts of land barren bc they can’t afford to plant.
This seemed so outrageous (even for the NYT) that I wanted to verify it I went and got a physical copy and took this photo The shooting was at 8:34pm ET on Saturday night Is this not enough time to get the story in print? If not, then how is this “news”?
Brazil makes clear it won’t just be exporting ore, and wants midstream processing and manufacturing capacity in exchange for access to minerals.
The #SAFESummit2026 agenda is live: safesummit.org/safe-summit-20… Topics include: US-China competition in the automotive sector, securing defense-critical supply chains, and future-proofing our grid infrastructure.
leaders aren’t giving trump unvarnished, real expertise or advice, and it’s not just happening among members the administration and business leaders. it’s happening with world leaders too.
Dislocations and market shifts like this are usually where business opportunities start. But a little time around #CERAWeek or talking to any executive and it’s clear more of a paralysis is taking hold. Tariffs—and the potential for more trade barriers—make materials to build…
Key food commodity prices since US-Iran war started: 🍚 Rice: ⬇️ -6.3% 🌾 Wheat: ⬇️ -0.5% 🥫 Soybean: ⬆️ +0.6% 🌽 Corn: ⬆️ +2.7% As with everything else in this war, all depends on escalation. But talk about a "food crisis" or a "food shock" is premature.
