2 newsletters, ranked by editorial quality and how recently they published. Looking for something more specific? Search instead.
Blacklight Research publishes independent analysis of physical commodity markets such as energy and metals that support the digital economy. Recent issues cover project approvals and corporate operational decisions in mining and steel, with a daily-style market briefing.
Steel Atlas is a New York venture fund investing in industrial and hardware companies, and its newsletter shares the partners' theses on hyper-techno-industrialization, why hardware can be venture-backable, and portfolio companies like Valar Atomics and GenLogs. Readers get a founder-adjacent view of where investors see value in physical-economy businesses.
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