The Meridian Report

Q&A Series #2: Section III (Questions #19 - #24)

A third batch of questions and answers arriving for the holiday season.

Dec 28, 2025 • Steve

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Q&A Series #2: Section II (Questions #13 - #18)

A second batch of questions and answers arriving for the holiday season.

Dec 27, 2025 • Steve

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Q&A Series #2: Section I (Questions #1 - #12)

Next few batches of questions and answers arriving for the holiday season.

Dec 23, 2025 • Steve

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Financial Gain: What Really Matters?

How much really changes when you make a lot of money?

Dec 6, 2025 • Steve

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November 2025

Envisioning the Western Critical Minerals Supply Chain (Graphic Map Preview)

Intergovernmental Cooperation in Action

Nov 26, 2025 • Steve

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Joint Ventures, Equity, and Supply Chains: What on Earth is Happening With POSCO International?

Looking at the Movements of POSCO International Provides Hints about the Shape of Western-Aligned Supply Chains.

Nov 18, 2025 • Steve

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Q&A Series: Investing in Critical Minerals, Energy, Hot Dogs (Installment #3, Questions #17 - #25)

Another set from the trading Q&A. Subjects include Australia, Nuclear, Minerals, Midstream Processing, and the Ontology of Hot Dogs and Sandwiches.

Nov 17, 2025 • Steve

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Q&A Series: Investing in Critical Minerals and Energy (Installment #2, Questions #5 - #16)

I wanted to post another set from the trading Q&A, as I continue working through them.

Nov 16, 2025 • Steve

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Understanding Valuations in the Critical Minerals and Energy Sectors (Q&A Installment #1, Q. 1 - #4)

How do we fairly value companies dealing with rare earth, uranium, and energy infrastructure or supply?

Nov 15, 2025 • Steve

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October 2025

USA, Australia and Japan: Pondering the Developed Critical Minerals Chain (Part 1)

Musings on a Potential Tri-Lateral Framework

Oct 27, 2025 • Steve

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Australian Partnership in Critical Minerals: A Primer

A Rough-and-Ready Guide to Critical Minerals in ASX

Oct 13, 2025 • Steve

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September 2025

Critical Minerals: Four Catalysts

What will happen next in the rare earth and minerals sector?

Sep 23, 2025 • Steve

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