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| Episode | Date |
|---|---|
|
Observation Nine – Gaining Power By Losing Money
|
May 12, 2026 |
|
Observation Eight – Churning The Critical Minerals Without The Midas Touch
|
May 06, 2026 |
|
Observation Seven – Refining Is Not What ESG Says It Is
|
Apr 27, 2026 |
|
Observation Six – Energy Transition and Industrial Breakpoints
|
Apr 15, 2026 |
|
Observation Five – Africa: Where The Value Chain Begins – And Leaves | Part 2
|
Mar 30, 2026 |
|
Observation Five – Africa: Where The Value Chain Begins – And Leaves | Part 1
|
Mar 23, 2026 |
|
Observation Four — The Myth of Sisyphus In Domestic Refining Capacity
|
Mar 10, 2026 |
|
Observation Three — China Didn’t Win Mining of Critical Minerals. It Won the Refining | Part 2
|
Feb 24, 2026 |
|
Observation Three — China Didn’t Win Mining of Critical Minerals. It Won the Refining | Part 1
|
Feb 18, 2026 |
|
Observation Two — The Refining Bottlenecks Nobody Talks About
|
Feb 18, 2026 |
|
Observation One — Why Refining Determines Who Controls Critical Minerals.
|
Feb 18, 2026 |