Mining & Metals

Own the Bottleneck or Own the Miner?

An investigation into where risk changes hands

Jul 2 • The Scenarionist

5 Inflection Points in Critical Minerals Startups

A retrospective look at the milestones and dynamics that changed the trajectories of nine critical minerals companies.

Mar 30 • The Scenarionist and Nicola Marchese, MD

Inflection Index: Urban Mining Enters the “Billion-Dollar Club" | The Scenarionist

Rare-earth recycling is on track for a $1B market by 2030: how moats emerge, red flags to spot, and where the alpha sits.

Oct 23, 2025 • The Scenarionist

Time-to-Revenue: The One Metric That Makes or Breaks Mining Tech Startups

Why It's the Make-or-Break Metric — Tactics to Accelerate It, Plus 3 Case Studies: Plotlogic, KoBold, and Jetti Resources

Aug 7, 2025 • The Scenarionist

Exits in Rare Earth Recycling Startups

3 Case Studies on How Exits Were Strategically Engineered Behind the Scenes.

Jul 17, 2025 • The Scenarionist and Giulia Spano, PhD

Investing in Mining Tech: Scalable Models, Case Studies, And Due Diligence

From AI-Driven Discovery to Critical Mineral Supply Chains | Jason Holt, Partner @ Orion Industrial Ventures

Jun 5, 2025 • The Scenarionist

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