Commodities & Critical Minerals Analyst

Dan Dreyfus

Analyst focused on commodity supply chains and critical minerals markets. Specializes in the intersection of geopolitics, resource scarcity, and investment thesis around hard assets.

Known For

Critical minerals analysisCommodity supercycle researchSupply chain geopolitics

Canon

The End of the Capital Light Era: From Cheap Abundance to Resource Scarcity

Curious

Efficiency Gains Create Systemic Fragility

Canon

Episodes

#All-In's Best Ideas Pitch Competition: 4 Investors Present Their Top Trades LiveJun 12, 2026 #Dan Dreyfus: America's Critical Minerals Crisis is HereJun 10, 2026