Lithium: the first victim of the Green Revolution is Chinese
In la Tribune 31/01/2020 Lithium: the first victim of the Green Revolution is Chinese As the trade war between China and the United States intensified […]
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European steel: mind the gap
In La Tribune 17/01/2020 World steel supply Between 1950 and 2019, world steel production increased almost tenfold. At nearly 1.9 billion tonnes, it was more […]
According to the family office, “rare metals” are not AAA++.
In La Tribune 08/01/2020 Geopolitics is sick of its own endless crises. Sponsored by individual and international interests rather than by a common and local […]
Natural gas: Putin and Trump’s Christmas Gifts to Europe
In La Tribune 23/12/2019 By abandoning coal and lignite, Germany, Poland and Eastern Europe will return to a state of high electricity dependency when renewable […]
Will European nuclear energy be boosted by green finance?
In La Tribune 18/12/2019 The European agreement on the taxonomy of green economic activities includes nuclear energy in decarbonise energies that can be financed by […]
Electric car: metals prices, batteries and the falling knife
In La Tribune 13/12/2019 A recent conference in Kedge Bordeaux was an opportunity to review the fake-news of “rare metals”, but also to specify that […]
“Rare metals” policy is populist
In Le monde 21/11/2019
In the real world, “rare metals” do not exist.
Burkina Faso’s gold
In La Tribune 11/11/2019 Burkina Faso’s mines produce about 60 tons of gold per year, while artisanal miners produce about 10 tons. It is a […]
Scotland: You liked Brexit, you’re going to love Scotxit
In La Tribune 29/10/2019 Two of Boris Johnson’s promises will not happen: he will not die in a ditch even though Europe made the mistake […]
No Russian or Trump natural gas in municipal elections
In La Tribune 23/10/2019 Three months before the French municipal elections in December 2019, in 70 days, The transit Russian gas contract through Ukraine will […]
Nuclear: the Achilles’ heel of EDF’s Hercules
In la Tribune 16/102019 The Plan named Hercules must split EDF’s integrated model in two: nuclear, gas and hydraulic power generation on the one hand; […]
Are culture diamonds, diamonds like others?
In La Tribune 04/10/2019 Each year, Russian, South African, Namibian, Canadian, South African, …, diamond miners consistently extract about 150 million carats of gem diamond […]
When barbarism takes hold in companies, economies and the climate
In la Tribune 24/09/2019 The barbaric company is known. It is illustrated by the cycle of cruel and dehumanized human relations within companies, as they […]
Why Aramco’s IPO in the middle of a war?
In la Tribune 16/09/2019 The attack by drones this weekend on oil installations in Saudi Arabia caused Brent prices to soar by almost 20% on […]
Gold, a civilized relic of “an economy that has become barbaric”
In Le Monde 12/09/2019 World trade, bank reserves, world debt, extraterritorial justice… The dollar rules the financial world. The currency of Washington offers a deep […]
Why Donald Trump won’t buy Greenland’s rare earths
In La Tribune 27/08/2019 Hydrocarbon reserves were presented as the objective of a possible purchase of Greenland by Donald Trump, which is probably incorrect. On […]
SRI-ESG: is your investment socially responsible?
In La Tribune 7 août 2019
A tweet sponsoring an Environment Social and Governance (ESG) financial brochure sound like an alarm
Lithium war will not take place
In Le Monde 7 août 2019 A few months ago, lithium shortage seemed a burning issue: facing insufficient mining resources was insatiable demand for electric […]
Rising iron ore prices: why Chinese police investigate?
In La Tribune 10 juillet 2019 Iron ore is essential for carbon and stainless steels, most of which are produced in China, so Beijing is […]
Humanitarian cobalt 2018
In Les Echos 06 06 2018 After having been central at the OECD in Paris in April, then in May at the KBM conference in […]
Gold has no seat in Aix-en-Provence
In la Tribune 7/7/2019 Gold has no place, or very little, at the 19th Rencontres Économiques in Aix-en-Provence, and that’s normal. The yellow metal has […]
Plenty of oil is no plague, except for OPEC+
In La Tribune 4/7/ 2019 Time and flexibility provided by American shale oil have changed the oil market: time, because between the discovery and production […]
China and fake-news: metal and anti-electric cars wars
In La Tribune 01 July 2019 Of the last six Chinese Presidents and Prime Ministers, all but one passed an engineer diploma. From 1993-2003 President […]
Electric car must be free from metals’ dependence
In la Tribune , 24/6/ 2019 Mileage is no longer an obstacle, and yet several questions arise when we think of the electric car. In […]
Mining: “Ecology and strategic metals are not a contradiction”
In Le Monde, le 21 juin 2019 Mining is an eternal compromise between environmental protection and the supply of metals to industries. This duality was […]
Huawei and rare-earths fake-news
Apart from a quickly resolved dispute over steel and aluminum, US trade war against the rest of the world has not directly really affected metallurgical […]
Fight against “conflict minerals” is improving in DRC
In Le Monde, le 8 mai 2019
Contrary to popular belief, new truths are emerging in eastern DRC because…
What If a crypto gold currency succeeded a dollar orphaned by oil
In Les Echos Will Facebook-Tencent, Ali-Baba-Amazon, Google-Baidu be the new central banks? International trade is regulated in dollars, particularly because the hydrocarbons on which it […]
Rare-earths, scams and fake-news
In Les Echos on 13 12 2018 Rare earths are not rare, the rest appears to be an anti-electric car fake-news. Following this radio broadcast, […]
Huawei off to the coalmines in Australia
In Les Echos 25 02 2019
The Boycott of Australian coal by China is said to be linked to Huawei.
Electrical independence; I like EDF?
In Les Echos 18 01 2019
Electrical independence in the United Kingdom, Germany and France is in real contrast
Russian natural gas- US LNG : energy nationalism or peace in Europe
In Les Echos 10/11/2018 Make no mistake between a Russian gas delivery like Amazon and a US LNG delivery like Uber Since in the near […]
Indonesian nickel and Congolese cobalt
In Les Echos In 2014 Indonesia banned exports of its nickel ore to China. The producer accounted for 28% of the world supply before the […]
Energy, populism and nationalism
In Les Echos 24 10 2018
Shall we have energy nationalism
Blue gold or Russian gas fear
In Les Echos 04 10 2018 A few years ago, at the 10th anniversary of the Club de Nice, questions about the geopolitics of gas […]
Crises, but no gold refuge, not yet….
In Les Echos Why have geopolitics, Wall Street inflation, Chinese debt, sovereign risk, speculation not yet been favourable to gold? Since April 2018 gold prices […]
Strategic solidarities and state policies
In Infoguerre How Commodities’ Strategic Solidarities shape nation, democracies and dictatorship Historically, economic patriotism is one of the structuring elements of sovereignist. thinking. It equates […]
“The ecological transition shift our dependence on hydrocarbons to dependence on metals.”
In Enerpresse, 5 July 2017 Storage batteries, batteries for electric vehicles, but also wind turbines and solar panels… The demand for metals, in particular cobalt, […]
The palladium bubble burst
In Les Echos 25 03 2019
Fraud revealed by the “dieselgate” encouraged to acquire gasoline
The problem of strategic metals and rare earths
This text and the questions that follow were delivered during my conference on 6 February 2012 at the Institut de France in response to the […]
Commodity markets: strategies needed!
In Paris Innovation Review, 14 05 2012 The global market for commodities has profoundly evolved over the last ten years. The dynamics between large producers […]
Russia and Critical Materials
In Revue Géoéconomie in 2011
Working in the Russian strategic mining group Norilsk Nickel, one day as I was in the far north.. city of Norilsk, a colleague