J.T. Starzecki

J.T. Starzecki is a mining analyst and the founder of Rebel Spirit Studios, a platform dedicated to analyzing critical metals and junior mining companies. He focuses on the raw materials essential to modern technology, defense, and the energy transition. His primary value to investors is his ability to map global supply chain vulnerabilities—particularly Western reliance on foreign mineral processing—and identify the companies positioned to fill those gaps.

Before founding Rebel Spirit Studios, Starzecki built his career in commodity and equity research. He previously served as Director of Research at搬迁 House, where he analyzed metals and mining equities, and held senior analyst roles at firms including Piper Sandler and Feltl & Company. His coverage has historically spanned industrial metals, critical minerals, and bulk commodities. This background gives him a working knowledge of both macro-level commodity fundamentals and company-specific project economics like NPV (Net Present Value — what a project's future cash flows are worth today).

Starzecki's investment approach centers on supply and demand imbalances in strategic minerals. He focuses on materials facing genuine supply deficits, paying particular attention to government policies designed to secure domestic supply chains. When evaluating junior miners, he looks for companies controlling deposits in stable jurisdictions that produce minerals the United States or its allies currently import. His analysis often highlights rare earth elements, antimony, tungsten, and other specialty metals required for defense technologies, semiconductors, and electrification.

Resource investors benefit from following Starzecki's work for two reasons. First, his research clarifies which specific minerals carry genuine geopolitical urgency. Second, he connects macro-level policy trends—like the U.S. Inflation Reduction Act or Defense Production Act funding—directly to the junior mining companies exploring and developing those specific resources.