Nick Lawson

Opinion Helium, crucial to rocketry, AI chips and medicine, is becoming increasingly rare. What are the risks, and what are the opportunities for investors?

By Nick Lawson Published 6 June 26

Kazakhstan sits on one of the most extraordinary resource endowments on Earth. Should investors cash in?

By Nick Lawson Published 25 May 26

Opinion Four commodities will power AI, the new Industrial Revolution, says Nick Lawson

By Nick Lawson Published 22 March 26