Non-FictionEssay · September 23, 2025

It's All About the Minerals

It's All About the Minerals

Forget oil, forget AI. The future of power is rocks. Shiny rocks, gray rocks, even billion-ton rocks in space. The names alone tell the story: U.S. Antimony. 16 Psyche. TransAstra. It’s geopolitics by way of a bad comic book.

Strip away the policy papers, the market charts, the earnest talk of “supply chains” — the story is simple: the 21st century is a rock fight. Gold vaults, gray metals, asteroid cores. The great powers are back to hoarding shiny, brittle, and occasionally toxic lumps of matter like medieval barons with better branding.

Gold: Panic in a Pretty Package

Central banks are stockpiling gold as if the apocalypse comes with a balance sheet. China is pitching Shanghai as the new Fort Knox, a safe haven where “friendly” nations can park their reserves without worrying about Western sanctions. You can check it out any time you like. But it will never leave.

Retail investors aren’t far behind. Billionaires, family trusts, and anxious newbies are all converting cash into gold coins and bars. When hedge fund masters and Grandma Ernestine are panic-shopping the same medieval trinket, it’s a warning. Trust in paper money is disappearing like Pakistani nukes after a phone call from a Saudi king.


Antimony: Like Alimony, Except Grayer

Then there’s U.S. Antimony. Yeah, that’s what they called it. The Pentagon just handed it a $245 million contract. Why? Because antimony — a gray, brittle mineral most people couldn’t pick out of a rock garden — is essential for bullets, batteries, and flame retardants.

The stock soared 40% on the news, as they are the only antimony game in town. America’s defense readiness now rests on a company whose brand looks like it was brainstormed in a 10th-grade chemistry class. By the guys who snuck in after dark to throw mercury at each other. Gray matter called in sick, gray rocks are now in charge.


Space Rocks: Because Earth Isn’t Weird Enough

Meanwhile, NASA is aiming at Asteroid 16 Psyche. The name alone sounds like a forgotten prog-rock album, but supposedly it’s worth quadrillions. So much money that it ceases to be a meaningful number. 16. Isn’t that the number of personalities Sybil had? Could be worse, they could have named it 33.

Not to be outdone, Silicon Valley startups are trying their hand. TransAstra, the kind of name that comes prepackaged with a TED Talk, is building solar lasers to vaporize asteroids. Yes, really. And then there’s Planetary Resources, the asteroid-mining firm backed by Richard Branson and James Cameron. Aliens, Titanic, Avatar. Dude hits all the right notes. Titanic sank too. Branson? I’m guessing 16 Psyche won’t be a virgin very much longer.



The great powers aren’t innovating; they’re hoarding rocks and hoping no one notices how desperate it looks. It’s all about the minerals now. Gold for the nervous. Antimony for the anxious. Asteroids for tech bros with space lasers. The slogans change, but the pattern doesn’t. Guard your rockpile like you did when you were 8 years old. Pretend it’s strategy.

Originally published on Substack ↗