Archive - Elemental Macro

A New World Dis-Order

Lessons from the Gold Standard, the Nixon Shock, and Today’s New Mineral Trade Paradigm

Jul 9 •

Gabriel Collins

April 2025

A New Dollar-10yr Regime? Early Evidence from Machine Learning

another Substack about the dollar...

Apr 29 •

Gabriel Collins

February 2025

CFTC Data Reveals Tariff Positioning for Aluminum and Steel

Greater competition for domestic aluminum steel could pressure the U.S.’s existing smelting capacity.

Feb 18 •

Gabriel Collins

January 2025

Critical Mineral Tariffs Are No Panacea

Tariffs on critical minerals won't solve America's critical mineral problem.

Jan 24 •

Gabriel Collins

Critical Competition I: America’s Missing Middle

Accessing critical minerals is paramount for national security, defense, and energy-related applications.

Jan 21 •

Gabriel Collins

December 2024

Northvolt’s Collapse: Europe’s Sisyphean Struggle for Industrial Sovereignty

I wrote this draft last month while I was in the middle of preparing for my finals.

Dec 14, 2024 •

Gabriel Collins

October 2024

What you should know & some econometrics

Oct 25, 2024 •

Gabriel Collins

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