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Great to speak today at the hanetf Investment Conference today

Interesting account of the 2003-2013 commodity boom. Miners were not just responding to expected demand/higher prices but actively pursuing scale in a belief it would bring down production costs and input costs

Energy prices in Europe still almost 4x higher than in the US

We will be hosting a webinar with Kazatomprom, the world’s largest uranium miner on the 24th October. Sign up link below! brighttalk.com/webcast/17122/…

Ibiza

Between 1995 and 2015, not a single US Defense Secretary set foot in Silicon Valley Unit X: How the Pentagon and Silicon Valley Are Transforming the Future of War by Raj M. Shah and Christopher Kirchhoff

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x.com/i/article/1862…

Bologna

Ravenna

open.substack.com/pub/whatchinaw…

I wrote a new piece in foreign policy. The US's postwar role as guarantor of Europe’s security is over – and may even turn adversarial. But Europe has an overlooked trump card: when it comes to manufacturing Europe blows the US out of the water. 1/x foreignpolicy.com/2025/03/07/eur…

Milan

Interesting discussion with Giedrimas Jeglinskas today at our defence investment event, hosted at Churchill War Rooms

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Tony Judt - Postwar

European defence supercycle means scrapping deficit fears reuters.com/markets/europe…