Long-lived depleting assets, brutal commodity cycles and political risk concentrated in a handful of jurisdictions.
Glencore, Vitol, Trafigura and Cargill; the definitive book on the trading houses.
How coal built empires and economies, and the death and pollution it caused.
Artisanal cobalt mining in Congo and its place in the battery supply chain.
Robert Friedland and the Voisey's Bay nickel discovery.
Recommended by: Patrick Collison
Gold's history from early kingdoms to the mining boom after the 2008 crisis.
How minor metals are mined, traded and hoarded.