Syncretica syncretica.substack.com

What Did We Learn?

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Non-Recourse National Strategy

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Where To From Here?

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The Missing Model: Why Finance Has No Good Framework for Commodity Procurement Under Geopolitical Risk

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Adversarial Dumping from the Gulf

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Coercing Right Back at the US

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Questions and Predictions

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Parlays at the End of Days

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Hierarchies of Storage from Electrons to Bits

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AI Bubble or Not

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Guidance Systems and Grids for Greens

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Weekly Readings 30.05.25

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Gallium

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Critical Minerals and a Coalition of the Competent

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Debunking Energy Disinformation

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Factions and Finance of the GOP

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Election Thoughts and Takeaways

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*Optimal* Stockpiles in Everything

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Offtakes and Stockpiles

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Weekly Wrap 6.6.2024

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