Insights

Ideas that move markets.

Research and perspective from AeX on critical minerals, resource statecraft, and the material foundation of American industry.

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Flagship Report

Our Material Future

AeX's foundational two-part memo. The United States has allowed the material basis of its industrial power to concentrate in the hands of strategic competitors. Our Material Future names the problem plainly — and lays out the AeX solution: explore, trade, and store.

Read Part One Request access for Part Two

See the scope of the problem, visualized →

The Library

Monthly Insights & Reports

The full AeX Insights archive is available to partners and subscribers. Sign up below to receive each new edition, or contact us for access to any note in the back catalog.

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