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Investment Insights. Stay Ahead.

Latest Investment Insights

Why are antimony prices exploding
Where will fluorspar for US-made EVs come from?
The hunt for scandium has started
The gold price, only one thing can stop it
Turning critical minerals into free range eggs
Copper rally: why the Small Caps will benefit the most
Silver eggs and red squirrels
Refining is the chokepoint
Silver, a precious industrial metal
Fluorspar: the EV critical mineral no one has heard of
Big mining M&As too late to stop critical mineral supply crisis
Russia’s military scramble for African critical minerals
Artificial Intelligence and the next critical mineral supercycle
Gold: the real thing? (by Simon Catt)
US miners vs US automakers
Is there enough tin supply to hold the tech revolution together?
The great nickel trade war
In gold miners we (don’t yet) trust
PDAC 2024: the government is here to help
Germany struggles to avoid another geopolitical disaster, this time over critical minerals
The West’s pursuit of Rare Earths hits resistance from China
America’s current critical mineral strategy threatens disaster
Kazatomprom, world’s largest uranium producer, flashes red
Is ammonia the answer to hydrogen energy’s problems?
Metal inventories, we have a problem
Inside the accelerating global race for lithium
Deep-sea mining is coming, whether the environmental lobby like it or not
The canary in the gallium and germanium mine
The Energy Transition disrupted
Will the Inflation Reduction Act survive America’s 2024 election?
Where will new uranium supply come from?
Will the US and Indonesia sign a free trade deal?
Lessons on hydrogen energy’s ambition vs reality from South Korea
How to invest in cobalt
Military rearmament is just getting started — without enough critical minerals
Renewable Energy vs Interest Rates
Platinum’s supply and demand crisis has started
Latin America’s “Lithium Triangle”: opportunities and risks for US investors
How to invest in nickel
The mining industry is running out of miners
Manganese: the forgotten metal set to electrify markets
The critical mineral wars are coming
Can Artificial Intelligence save the insurance industry from wildfires?
Critical mineral listing too late to secure copper supply
Australia’s mining industry pivots to US investors
Are nuclear small modular reactors too good to be true?
Niger crisis is a warning, commodity conflict is coming
Lift off for global helium market
A lot more copper needed to expand global electricity grid
Nickel supply has a Russia problem
Which critical minerals will power NextGen electric batteries
Don’t count cobalt out in the long-term
The rise of India
US Military and Critical Minerals: The New Arms Race
Cross Border Carbon Tariffs are coming. This is what investors need to know
What would “Peak Green” mean for commodity investors
What does de-dollarization mean for commodity investors?
The AI Revolution in Mining: Opportunities and Risks
The rise of silver: solar demand and dollar constraints
US metals demand set to soar on Biden’s big bets on clean economy
Recycling critical minerals: more mining needed
Can the London Metal Exchange nickel contract survive?
The Nuclear Renaissance
EU’s $1.1 trillion climate plan to supercharge commodities trade
The Great Game for Kazakhstan’s resources
The critical role of China in the global energy transition
Plugging Canada into America’s battery belt
PDAC key takeaways: mining goes long on optimism
Graphite mining at turning point
Can America’s old copper mines meet this century’s copper demand?
Stellar electric vehicle sales keep focus on tight metal markets
The emerging lithium powerhouse you never heard of
The great Gold Rush of 2023
Unlocking the opportunity in mining permits
Navigating commodity investing in a recession
The year the energy transition began
What the end of zero-Covid in China means for commodities
The road out of the global diesel crisis
Uranium market at start of 10-year bull run
Nickel’s environmental challenge offers opportunity for the West

report: Artificial Intelligence and the next critical mineral supercycle

The explosion of Artificial Intelligence will spark a 10-year critical mineral supercycle, according to our new report.
Read Report

Latest Investment NEws

New mines take 29 years to develop in US, second longest in world
Critical mineral production becomes more geographically concentrated in 2023
New mines take nearly 18 years to build in 2020-23
Kazatomprom, world’s largest uranium producer, cuts 2024 supply guidance, with warnings into 2025
Investment in global energy transition hits record $1.8 trillion in 2023
Renewable energy capacity forecast to increase x2.5 from 2023-2030
Electric vehicles hit record sales in 2023, despite slowdown
Sales of electric vehicles set to hit record 14 million in 2023, up 36% from 2022
22 countries to triple nuclear energy capacity by 2050
US tightens restrictions on critical minerals and electric battery parts from China
Chile’s copper production falls 4.4% in October 2023
Mining contract for one of largest copper mines in the world ruled unconstitutional
Employment in critical mineral mining forecast to double to 160,000 by 2030
China’s copper production at record high
Critical mineral and Clean Tech supply chain to be highly concentrated in China by 2030
BlackRock sees “a huge value opportunity” in mining industry for green transition
Uranium prices increase 125% since the end of 2020
A record of 500GW of renewable energy to be added in 2023
China imposes export controls on graphite
Copper and aluminium demand set to double by 2040 to supply global electricity grid expansion
Peru silver production lowest for 20 years
IAEA forecasts nuclear capacity to increase 24% by 2030, 140% by 2050
China copper demand up 8% year-on-year, with larger deficits set for 2024-2025
Investment in clean energy needs to increase to $4.5 trillion a year by early 2030s, as metals projected supply falls short of demand — new IEA report
Microsoft plans nuclear SMR strategy to power data centers
Consequences of EU’s new CBAM rules could be “vast”
Trading volumes down as potential competitors close in on London Metals Exchange nickel contract
Uranium processing halted in Niger, as France accused of massing troops for “military intervention”
Central Banks buy more gold, record of 387 tonnes in H1 2023
Australia mining export revenue hits record A$455 billion in 2022-23
Graphite prices forecast to rise sharply by 2030, driven by electric vehicles and ESG-friendly supply
Commodity ETFs post first back-to-back inflows since Q1 2022
Global revenues from clean energy more than $2.56 trillion in 2022
US demand for lithium, nickel and cobalt, forecast to be 23 times higher in 2035 than 2021, driven by Inflation Reduction Act
US NRC approves updated emergency planning law for nuclear advanced reactors, SMRs
Electric vehicle market grows by 52% compared to last year
Global food prices rise in July
Copper and aluminium now on US critical mineral list
Diesel prices start to rise again globally
Zimbabwe could become world’s fifth largest lithium producer
JPMorgan predicts gold price will rise above $2,000 by end of 2023
China’s Politburo signals new support for property sector and domestic demand
Congo cobalt mining dispute ends with deal as China’s CMOC agrees to pay $2 billion
Over 250 new metal mines needed to meet energy transition demand
Global LNG supply set to remain tight throughout 2023
Average nickel price forecast above historical levels despite surplus
India forecast to be world’s second largest economy by 2075
Investment in critical minerals development rises 30% in 2022, with market worth $320billion
Ontario plans new SMRs and biggest nuclear power plant, totaling 6,000MW
China set to be world’s top importer of LNG in 2023
Africa set to account for 12% of global lithium supply by 2027
Copper supply from Chile declines again
Sweden passes new energy strategy to include nuclear power
US set to approve record LNG export capacity
Germany plans $1.1 billion fund for critical materials mining
Diesel supply in Europe tightens in summer lull ahead of peak winter demand
US issues largest loan since financial crisis — $9.2billion — to Ford for three electric battery factories
Citing of “ESG” on Earnings Calls lowest since Q2 2022 from S&P 500 companies
Billionaire investor Paul Singer takes on London Metal Exchange over canceled nickel trades in 2022
Natural Gas production hits monthly record highs in US Permian basin
European Commission publishes obligations and call for feedback on CBAM introduction
Profits for copper mines over $100billion, but investment in new supply still low
About 90% of net-zero plans of over 30 countries unlikely to be achieved
US construction spending by manufacturers doubles in past year
New rail link between Kazakhstan and China to be built, as uranium deal sealed
Dept of Energy report highlights US critical materials supply risk
EU wants more critical minerals deals with African countries
Global nuclear capacity forecast to expand 280GW by 2050, Wood Mackenzie
Goldman Sachs warns of commodity “Great De-Stocking”
Global investment in clean energy forecast to be worth $1.7 trillion in 2023, far outpacing fossil fuels
Ford strikes series of North-America-based new deals to secure EV critical minerals, fueled by Inflation Reduction Act
China hosts first-ever summit with five Central Asia nations
NextEra Energy looking to make huge $20 billion bet on green hydrogen
Record platinum deficit forecast for 2023
Global electric vehicle sales rose 24% in Q1 2023
Italy votes in favor of nuclear power; Poland signs $4bn loan for nuclear reactors; Finland starts Europe’s largest nuclear reactor.
Glencore plans to develop largest European electric battery recycling hub
US energy boom predicted by 2030 — which will need more minerals
Demand for oil from China pulls in 125 supertankers in April
Electric car sales break new records with momentum expected to continue through 2023

Latest commodity index

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Commodity highlight: Uranium

Kazatomprom, world’s largest uranium producer, flashes red
Kazatomprom, world’s largest uranium producer, cuts 2024 supply guidance, with warnings into 2025
Where will new uranium supply come from?
22 countries to triple nuclear energy capacity by 2050
Uranium prices increase 125% since the end of 2020
IAEA forecasts nuclear capacity to increase 24% by 2030, 140% by 2050
Microsoft plans nuclear SMR strategy to power data centers
The critical mineral wars are coming
Uranium processing halted in Niger, as France accused of massing troops for “military intervention”
Commodity ETFs post first back-to-back inflows since Q1 2022
Australia’s mining industry pivots to US investors
Are nuclear small modular reactors too good to be true?
US NRC approves updated emergency planning law for nuclear advanced reactors, SMRs
Niger crisis is a warning, commodity conflict is coming
New rail link between Kazakhstan and China to be built, as uranium deal sealed
US metals demand set to soar on Biden’s big bets on clean economy
The Nuclear Renaissance
The Great Game for Kazakhstan’s resources
Plugging Canada into America’s battery belt
PDAC key takeaways: mining goes long on optimism
Kazakhstan uranium production falls in 2022 and 2023
Unlocking the opportunity in mining permits
First time ever US scientists have produced more energy from fusion reaction than it consumes
Uranium market at start of 10-year bull run
Our latest insider investment insights on China, uranium, and nickel
Exclusive early access to our uranium bull market report
One thing investors need to know before investing in Africa
The new American century
Uranium: volatile share prices should not distract from fundamental market changes
A Realistic Path for Improved Carbon Performance in Mining
Does the Improved Uranium Sentiment have Solid Foundations?

Latest Industry reports

report: Artificial Intelligence and the next critical mineral supercycle
The explosion of Artificial Intelligence will spark a 10-year critical mineral supercycle, according to our new report.
Read report
REPORT: COPPER, AT THE CENTRE OF THE METAL SUPERCYCLE
Supply of copper expected to face a supply gap of nearly 10 million mt within the next ten years, according to our new report.
Read report
THE URANIUM BULL MARKET AND THE COMING OF THE SECOND ATOMIC AGE
Uranium is at the start of a 10-year bull market, according to our new report.
Read report
THE GREEN ECONOMY AND NICKEL'S GENERATIONAL CLASS I SUPPLY CRUNCH
Supply of nickel Class I expected to face shortage for next 3-5 years, according to our new report.
Read report
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August 7, 2024

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Sep 09, 2024
The Art of Betting on Maybe, Junior Miners as an Options Trade
Aug 28, 2024
Why are antimony prices exploding
Aug 26, 2024
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