Nathaniel William Horadam
@horadam.bsky.social
Mostly energy, supply chains, and transportation. Toto enthusiast. Still a MENA student at heart.
Onward, Rocinante!
Onward, Rocinante!
Pinned
Introduction
Welcome to Tailings
tailings.substack.com
I’m pleased to share a new project I’ve been cooking up these past couple of months.
Welcome to "Tailings: Lessons from the frontlines of America’s quest for critical minerals security".
🔌💡🔌🚗
tailings.substack.com/p/introduction
Welcome to "Tailings: Lessons from the frontlines of America’s quest for critical minerals security".
🔌💡🔌🚗
tailings.substack.com/p/introduction
It’s not just DOD. We should be putting public pressure on our financing agencies (DFC/EXIM) to not indulge this madness.
Greenland rare earths should be treated like blood diamonds.
Ds should make it clear that anyone who stands to profit from expropriation will face sanctions and/or restitution.
Greenland rare earths should be treated like blood diamonds.
Ds should make it clear that anyone who stands to profit from expropriation will face sanctions and/or restitution.
If presented with an otherwise legal presidential order to attack a NATO ally, U.S. military officers should not disobey - but they should resign en masse.
January 6, 2026 at 12:39 PM
It’s not just DOD. We should be putting public pressure on our financing agencies (DFC/EXIM) to not indulge this madness.
Greenland rare earths should be treated like blood diamonds.
Ds should make it clear that anyone who stands to profit from expropriation will face sanctions and/or restitution.
Greenland rare earths should be treated like blood diamonds.
Ds should make it clear that anyone who stands to profit from expropriation will face sanctions and/or restitution.
I regret that only the next entry in my new Substack series Tailings will be written with this view.
January 6, 2026 at 12:07 PM
I regret that only the next entry in my new Substack series Tailings will be written with this view.
GM’s battery biz (incl. Honda Prologue + Acura ZDX) delivered 220k EVs in 2025. A great year, but one I expect we won’t see repeated until at least 2027.
The Ultium brand is dead & Honda has gone its separate way.
A good 2026 for GM would be repeating 2025 (170k EVs) w/o tax credits.
🔌💡🔌🚗
The Ultium brand is dead & Honda has gone its separate way.
A good 2026 for GM would be repeating 2025 (170k EVs) w/o tax credits.
🔌💡🔌🚗
GM has already sold more than 144,000 EVs in 2025.
Add in the Honda/Acura EVs, and GM’s Ultium platform is at ~193,000 units on the year.
Need to see how much things fall off in Q4, but 175,000 for GM EVs and 230,000 for Ultium in 2025 seem like good targets.
🔌💡🔌🚗
insideevs.com/news/774389/...
Add in the Honda/Acura EVs, and GM’s Ultium platform is at ~193,000 units on the year.
Need to see how much things fall off in Q4, but 175,000 for GM EVs and 230,000 for Ultium in 2025 seem like good targets.
🔌💡🔌🚗
insideevs.com/news/774389/...
GM Has Already Sold More Electric Vehicles In 2025 Than All Of 2024
With record Q3 EV deliveries, General Motors is gearing up to end the year on a very high note thanks to models like the Equinox EV.
insideevs.com
January 6, 2026 at 11:55 AM
GM’s battery biz (incl. Honda Prologue + Acura ZDX) delivered 220k EVs in 2025. A great year, but one I expect we won’t see repeated until at least 2027.
The Ultium brand is dead & Honda has gone its separate way.
A good 2026 for GM would be repeating 2025 (170k EVs) w/o tax credits.
🔌💡🔌🚗
The Ultium brand is dead & Honda has gone its separate way.
A good 2026 for GM would be repeating 2025 (170k EVs) w/o tax credits.
🔌💡🔌🚗
Reposted by Nathaniel William Horadam
Turns out oil companies have little interest in investing in Venezuela given that Maduro's entire political apparatus is still in charge of the country. Oops. www.wsj.com/business/ene...
Exclusive | Trump’s Hint to Oil Executives Weeks Before Maduro Ouster: ‘Get Ready’
The U.S. president now wants oil companies to grow Venezuela’s production.
www.wsj.com
January 6, 2026 at 11:37 AM
Turns out oil companies have little interest in investing in Venezuela given that Maduro's entire political apparatus is still in charge of the country. Oops. www.wsj.com/business/ene...
Reposted by Nathaniel William Horadam
I’m pleased to share a new project I’ve been cooking up these past couple of months.
Welcome to "Tailings: Lessons from the frontlines of America’s quest for critical minerals security".
🔌💡🔌🚗
tailings.substack.com/p/introduction
Welcome to "Tailings: Lessons from the frontlines of America’s quest for critical minerals security".
🔌💡🔌🚗
tailings.substack.com/p/introduction
Introduction
Welcome to Tailings
tailings.substack.com
January 5, 2026 at 1:46 PM
I’m pleased to share a new project I’ve been cooking up these past couple of months.
Welcome to "Tailings: Lessons from the frontlines of America’s quest for critical minerals security".
🔌💡🔌🚗
tailings.substack.com/p/introduction
Welcome to "Tailings: Lessons from the frontlines of America’s quest for critical minerals security".
🔌💡🔌🚗
tailings.substack.com/p/introduction
a social network for Toto obsessives, I’ll call it Rosannagram
a social network for coen brothers fans, i'll call it BartonFinkedIn
A social network for figure skaters and ice hockey players, I’ll call it RinkedIn.
January 6, 2026 at 2:27 AM
a social network for Toto obsessives, I’ll call it Rosannagram
Now all the oil experts know my pain watching the rare-earths discourse this year...with a parade of moronic claims from finance bros and other grifters about HUGE UNTAPPED resource value in places like Greenland, Ukraine, and Pakistan that haven’t been vetted or scoped remotely adequately.
January 5, 2026 at 11:23 PM
Now all the oil experts know my pain watching the rare-earths discourse this year...with a parade of moronic claims from finance bros and other grifters about HUGE UNTAPPED resource value in places like Greenland, Ukraine, and Pakistan that haven’t been vetted or scoped remotely adequately.
Reposted by Nathaniel William Horadam
This guy can’t even make a profit when he’s stealing stuff.
TRUMP: MAY SUBSIDIZE OIL COMPANIES REBUILDING IN VENEZUELA: NBC
January 5, 2026 at 11:15 PM
This guy can’t even make a profit when he’s stealing stuff.
Can think of at least a handful of counter-examples to this (Bauxite - Guinea and Jamaica, Phosphates - Morocco, REEs - Myanmar), but the reason for this dynamic has as much to do with whether there’s a historic third-party presence or the size that would justify a large mining SOE.
If you pick any resource—gold, copper, lithium, oil—the top 5 producers are almost always either physically large developed countries producing everything (US/Russia/China/Canada/Australia in some order), or physically large middle-income countries specializing in some (Brazil/Indonesia/Chile/Saudi)
January 5, 2026 at 9:17 PM
Can think of at least a handful of counter-examples to this (Bauxite - Guinea and Jamaica, Phosphates - Morocco, REEs - Myanmar), but the reason for this dynamic has as much to do with whether there’s a historic third-party presence or the size that would justify a large mining SOE.
Walking the beach on Isla de Tierra Bomba while listening to @niedermeyer.online make some bad 2026 predictions on the latest episode of the Autonocast.
Cartagena’s Bocagrande skyline in the distance.
Cartagena’s Bocagrande skyline in the distance.
January 5, 2026 at 9:06 PM
Walking the beach on Isla de Tierra Bomba while listening to @niedermeyer.online make some bad 2026 predictions on the latest episode of the Autonocast.
Cartagena’s Bocagrande skyline in the distance.
Cartagena’s Bocagrande skyline in the distance.
This is so much stupider than I imagined. The oil guys they’re talking to are clearly grifters and PE shops
🚨 TRUMP ADMINISTRATION HAS HELD NO CONVERSATIONS WITH EXXON, CONOCO, OR CHEVRON ABOUT VENEZUELA BEFORE OR SINCE MADURO’S CAPTURE, ACCORDING TO FOUR OIL INDUSTRY EXECUTIVES FAMILIAR WITH THE MATTER
January 5, 2026 at 5:18 PM
This is so much stupider than I imagined. The oil guys they’re talking to are clearly grifters and PE shops
They’re gonna persecute Kelly right into the White House.
Breaking news: Defense Secretary Pete Hegseth said the Pentagon will formally censure Sen. Mark Kelly (D-Arizona) and launch administrative proceedings against him to consider whether to reduce his Navy rank.
Hegseth announces censure and potential demotion of Sen. Mark Kelly
The Trump administration has targeted the Arizona Democrat, a retired Navy officer, over a video reminding U.S. troops they can disobey illegal orders.
www.washingtonpost.com
January 5, 2026 at 4:13 PM
They’re gonna persecute Kelly right into the White House.
Any decent American should be rooting for Europe to stand us down here.
To seize or otherwise assault Greenland is treason against the American people and our allies, in the service of our true enemy Russia.
To seize or otherwise assault Greenland is treason against the American people and our allies, in the service of our true enemy Russia.
DENMARK SAYS US ATTACK ON GREENLAND WOULD MEAN END OF NATO
January 5, 2026 at 4:06 PM
Any decent American should be rooting for Europe to stand us down here.
To seize or otherwise assault Greenland is treason against the American people and our allies, in the service of our true enemy Russia.
To seize or otherwise assault Greenland is treason against the American people and our allies, in the service of our true enemy Russia.
Reposted by Nathaniel William Horadam
In Q4, more than 1 in 5 new-car shoppers signed up for monthly payments for new vehicles of ... $1,000 or more, per Edmunds.
That's a new high.
Geez.
That's a new high.
Geez.
www.edmunds.com
January 5, 2026 at 3:43 PM
In Q4, more than 1 in 5 new-car shoppers signed up for monthly payments for new vehicles of ... $1,000 or more, per Edmunds.
That's a new high.
Geez.
That's a new high.
Geez.
Reposted by Nathaniel William Horadam
👀
I’m pleased to share a new project I’ve been cooking up these past couple of months.
Welcome to "Tailings: Lessons from the frontlines of America’s quest for critical minerals security".
🔌💡🔌🚗
tailings.substack.com/p/introduction
Welcome to "Tailings: Lessons from the frontlines of America’s quest for critical minerals security".
🔌💡🔌🚗
tailings.substack.com/p/introduction
Introduction
Welcome to Tailings
tailings.substack.com
January 5, 2026 at 1:53 PM
👀
I’m pleased to share a new project I’ve been cooking up these past couple of months.
Welcome to "Tailings: Lessons from the frontlines of America’s quest for critical minerals security".
🔌💡🔌🚗
tailings.substack.com/p/introduction
Welcome to "Tailings: Lessons from the frontlines of America’s quest for critical minerals security".
🔌💡🔌🚗
tailings.substack.com/p/introduction
Introduction
Welcome to Tailings
tailings.substack.com
January 5, 2026 at 1:46 PM
I’m pleased to share a new project I’ve been cooking up these past couple of months.
Welcome to "Tailings: Lessons from the frontlines of America’s quest for critical minerals security".
🔌💡🔌🚗
tailings.substack.com/p/introduction
Welcome to "Tailings: Lessons from the frontlines of America’s quest for critical minerals security".
🔌💡🔌🚗
tailings.substack.com/p/introduction
It was probably Age of Empires II. Absolute GOATed RTS.
Quote this with your favourite game from 1999 NOW, and what your favourite was THEN (if you had one)
Localisations/expansions count, remasters/ports don't. Remakes depend.
Two-way ties count.
For a fuller refresher: backloggd.com/games/lib/po...
- PSA: Metal Gear Solid and Half-Life were 1998 -
Localisations/expansions count, remasters/ports don't. Remakes depend.
Two-way ties count.
For a fuller refresher: backloggd.com/games/lib/po...
- PSA: Metal Gear Solid and Half-Life were 1998 -
January 5, 2026 at 11:53 AM
It was probably Age of Empires II. Absolute GOATed RTS.
Kudos to all the folks who called it
WH sources say Venezuela's opposition leader committed the "ultimate sin": She accepted the Nobel Peace prize.
“If she had turned it down and said, ‘I can’t accept it because it’s Donald Trump’s,’ she’d be the president of Venezuela today,” one said.
www.washingtonpost.com/national-sec...
“If she had turned it down and said, ‘I can’t accept it because it’s Donald Trump’s,’ she’d be the president of Venezuela today,” one said.
www.washingtonpost.com/national-sec...
January 5, 2026 at 3:12 AM
Kudos to all the folks who called it
Reposted by Nathaniel William Horadam
My sense is that China is using this oldie but goodie @rockymountviews.bsky.social playbook to destroy global oil demand. With subsidized EV technology, China can help 50+ emerging markets destroy 3-4 million barrels per day of oil demand by 2030.
Winning the Oil Endgame - RMI
This independent, peer-reviewed synthesis for American business and military leaders charts a roadmap for getting the United States completely, attractively, and profitably off oil. Our strategy integ...
rmi.org
January 5, 2026 at 1:37 AM
My sense is that China is using this oldie but goodie @rockymountviews.bsky.social playbook to destroy global oil demand. With subsidized EV technology, China can help 50+ emerging markets destroy 3-4 million barrels per day of oil demand by 2030.
Reposted by Nathaniel William Horadam
it's truly incredible that after a decade of trump being involved in politics (setting aside decades of his history in business) so many people still line up to make deals with him that end up with his knife in their back. anyway, mariá machado, step up and claim your fell for it again award.
January 4, 2026 at 9:14 PM
it's truly incredible that after a decade of trump being involved in politics (setting aside decades of his history in business) so many people still line up to make deals with him that end up with his knife in their back. anyway, mariá machado, step up and claim your fell for it again award.
Reposted by Nathaniel William Horadam
Stubb: ‘Only Denmark and Greenland decide on matters concerning them. Finland supports our Nordic friend, Denmark.’
January 5, 2026 at 12:00 AM
Stubb: ‘Only Denmark and Greenland decide on matters concerning them. Finland supports our Nordic friend, Denmark.’
My work station on Isla de Tierra Bomba for the next four days.
January 4, 2026 at 11:11 PM
My work station on Isla de Tierra Bomba for the next four days.
The more mafia shit we do on the world stage, the more we can only regain our standing by imprisoning everyone in the admin responsible, and forcing restitution by those companies actively collaborating for profit.
Dems signaling that in advance will make some think twice about participating.
Dems signaling that in advance will make some think twice about participating.
January 4, 2026 at 7:00 PM
The more mafia shit we do on the world stage, the more we can only regain our standing by imprisoning everyone in the admin responsible, and forcing restitution by those companies actively collaborating for profit.
Dems signaling that in advance will make some think twice about participating.
Dems signaling that in advance will make some think twice about participating.