RESEARCH REPORTS
Full research editions.
Every Kastra Research edition, published in full. Each report evaluates market developments through a consistent analytical framework and documents the evidence supporting each conclusion.
HELIUM AND INDUSTRIAL GASES / ISSUE 01
25 September 2026
The United States dismantled the only strategic helium buffer in the world and banked $460 million for it. Twenty months later a third of world supply went offline, and there is nothing behind the market.
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URANIUM / ISSUE 01
25 September 2026
Uranium and the nuclear fuel cycle.
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RARE EARTHS / ISSUE 01
25 September 2026
Rare earths and permanent magnets.
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AGRICULTURAL INPUTS / ISSUE 01
25 September 2026
Fertiliser markets, farm economics, and the sulphur shock.
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