Tim Puko @TimPuko

Minerals, mining, energy and climate @EurasiaGroup Formerly @washingtonpost @WSJ @TribLIVE “He seems well-meaning and is not terribly annoying." Views my own Washington, DC Joined May 2013

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Gregory Brew @gbrew24

2 weeks ago

Just because it's a bad idea doesn't mean they won't try to do it.

about the only thing left would be export restrictions- something that would be absolutely chilling to future refining output and U.S. oil production growth. the long-term damage from that would be significant.

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Tim Puko @TimPuko

4 weeks ago

Lots of important findings in this story but these are the biggest, signs the fertilizer crunch is about to start hitting planting seasons around the world. And likely many of the world’s poorest will suffer first and the worst from the Iran war’s ripple effects.

Rebecca Tan @rebtanhs

4 weeks ago

Thailand is one of the first ag countries to enter a planting season since the Iran war. We went to document the impact of supply shocks to fuel/fertilizer — It was worse than I anticipated. Farmers are leaving huge tracts of land barren bc they can’t afford to plant.

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Tim Puko @TimPuko

a month ago

time is a flat circle

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Max Tani @maxwelltani

a month ago

outrageous. media companies need to find a way to get info out faster than in print. perhaps a way to publish instantaneously, and in a manner that could be updated as news develops. and what if, someday, you could somehow get the articles without having to go to a newsstand?

Shaun Maguire @shaunmmaguire

a month ago

This seemed so outrageous (even for the NYT) that I wanted to verify it I went and got a physical copy and took this photo The shooting was at 8:34pm ET on Saturday night Is this not enough time to get the story in print? If not, then how is this “news”?

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Tim Puko @TimPuko

a month ago

@FT @FTcommodities @GavinBade arguably the minerals question is much much more of a “what’s the cost of freedom?” situation than last decade’s coal and nuclear fleet ever was

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Tim Puko @TimPuko

a month ago

@FT @FTcommodities And to @GavinBade, a real one, for this deep cut from what feels like a past life utilitydive.com/news/perry-on-…

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Tim Puko @TimPuko

a month ago

US trade rep Jamieson Greer is trying to convince the world’s big consumers to pay more for minerals. He’s not wrong but it’s a hard hard sell And just as much at home as abroad. Trying to compete w China could be a bottomless money pit Thinking a lot rn of Rick Perry, c2017…

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Tim Puko @TimPuko

2 months ago

There are a lot of countries that want something like this right now. Brazil is one of the few with a good chance of pulling it off.

Alexander C. Kaufman @AlexCKaufman

2 months ago

Brazil makes clear it won’t just be exporting ore, and wants midstream processing and manufacturing capacity in exchange for access to minerals.

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Tim Puko @TimPuko

2 months ago

In 2025 @Securing_Energy put together the best critical minerals event of the year. Very excited to see what they do with an even bigger agenda at #SAFESummit2026

SAFE @Securing_Energy

2 months ago

The #SAFESummit2026 agenda is live: safesummit.org/safe-summit-20… Topics include: US-China competition in the automotive sector, securing defense-critical supply chains, and future-proofing our grid infrastructure.

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Tim Puko @TimPuko

2 months ago

C. 2019 it came up chatting w a Trump official that I was reading a history of the opium wars. She asked what I learned halfway through “How swiftly an entire society can collapse when bureaucrats feel they can’t be honest with leaders.” She did not have any response to that!

ian bremmer @ianbremmer

2 months ago

leaders aren’t giving trump unvarnished, real expertise or advice, and it’s not just happening among members the administration and business leaders. it’s happening with world leaders too.

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Tim Puko @TimPuko

2 months ago

LINK: semafor.com/newsletter/04/…

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Tim Puko @TimPuko

2 months ago

“From NIMBY to BANANA,” @timmcdonnell @semafor with a diagnosis of other issues behind this trend of paralysis among US investors and companies

Tim Puko @TimPuko

2 months ago

Dislocations and market shifts like this are usually where business opportunities start. But a little time around #CERAWeek or talking to any executive and it’s clear more of a paralysis is taking hold. Tariffs—and the potential for more trade barriers—make materials to build…

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Tim Puko @TimPuko

2 months ago

From a deep dive by @DrewFitzGerald and @laraseligman showing that at Trump’s Pentagon, Steve Feinberg is the process. wsj.com/politics/natio…

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Tim Puko @TimPuko

2 months ago

Further confirmation that minerals producers won’t be getting individual off-take/price floor agreements with the Trump administration, as reported last night by @WSJ (At least not without intervention from Congress, unlikely soon)

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ian bremmer @ianbremmer

2 months ago

it looks bad for the us president to threaten genocide

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Scott Irwin @ScottIrwinUI

2 months ago

Good to push back on this. If a food crisis is to develop it would be associated with the 2027 crops not the 2026 crops. And then it would have to be a combination of skyrocketing fertilizer prices not matched by increases in crop prices.

Javier Blas @JavierBlas

2 months ago

Key food commodity prices since US-Iran war started: 🍚 Rice: ⬇️ -6.3% 🌾 Wheat: ⬇️ -0.5% 🥫 Soybean: ⬆️ +0.6% 🌽 Corn: ⬆️ +2.7% As with everything else in this war, all depends on escalation. But talk about a "food crisis" or a "food shock" is premature.

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Joe Weisenthal @TheStalwart

2 months ago

It's crazy that @gbrew24, someone who's basically spent his entire life studying to be an expert for this exact moment, doesn't have like 10x the followers as he does.

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Gregory Brew @gbrew24

2 months ago

Not all the Gulf states are equally affected by the Hormuz closure. Saudi is exporting 5-7m bpd out of Yanbu, at prices 80% above where they were a few months ago. UAE and Oman can get barrels out around Hormuz. Kuwait, Qatar, Bahrain and Iraq are screwed, tho.