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Critical Minerals and Energy Intelligence. Stay Ahead.

Latest NEWs

US Treasury Secretary in Ukraine to discuss critical minerals deal
US Treasury Secretary in Ukraine to discuss critical minerals deal
DeepSeek’s AI breakthroughs: efficiency gains to increase GPU demand (Guest Post by Wayne Lloyd)
DeepSeek’s AI breakthroughs: efficiency gains to increase GPU demand (Guest Post by Wayne Lloyd)
Notes from Mining Indaba, thoughts about the market and making money in 2025
Notes from Mining Indaba, thoughts about the market and making money in 2025
A chance encounter in Wyoming unearths a uranium treasure
A chance encounter in Wyoming unearths a uranium treasure
Tungsten supply crisis threatens defense and tech industries
Tungsten supply crisis threatens defense and tech industries
Silver’s surge: New Pacific Metals poised to capitalize on growing demand
Silver’s surge: New Pacific Metals poised to capitalize on growing demand
Deep-Sea Nodule Collection: Why Some Investors Are Missing the Boat (Guest Post by Craig Shesky)
Deep-Sea Nodule Collection: Why Some Investors Are Missing the Boat (Guest Post by Craig Shesky)
Doug Burgum’s US Interior appointment and NSC seat signal focus on energy and critical minerals
Doug Burgum’s US Interior appointment and NSC seat signal focus on energy and critical minerals
China invests $57 billion to control global supply of critical minerals
China invests $57 billion to control global supply of critical minerals
Trump’s Crypto Revolution: The New American Frontier
Trump’s Crypto Revolution: The New American Frontier

Investment Insights

The Oregon Group launches The Green Room
DeepSeek’s AI breakthroughs: efficiency gains to increase GPU demand (Guest Post by Wayne Lloyd)
Notes from Mining Indaba, thoughts about the market and making money in 2025
A chance encounter in Wyoming unearths a uranium treasure
Tungsten supply crisis threatens defense and tech industries
Silver’s surge: New Pacific Metals poised to capitalize on growing demand
Deep-Sea Nodule Collection: Why Some Investors Are Missing the Boat (Guest Post by Craig Shesky)
Trump’s Crypto Revolution: The New American Frontier
Fortress North America: a uranium alliance
Nickel mining in North America: it’s a US national security issue
The end of net-zero targets
Are equities the new way to play Crypto: The rise of MicroStrategy and other access products
Athabasca Basin: the cornerstone of Western uranium supply and US national security
Can the US match China’s critical mineral stockpiles?
Silver Deficit: Mining Opportunities in Bolivia
The UK’s critical mineral and energy supply, between revolution and disaster
Please God just give us one more bull market, I promise not to blow it this time
Mining for a Sustainable Future: Balancing Clean Energy Demand and Environmental Responsibility
Crypto: the great experiment with a digital commodity
Trump wants to make mining American again
Never fall in love. Never forget to sell. ABS is the key to making money.
Mining in Mexico, no more uncertainty
Volatility hits critical Zinc supply
$100 Silver (Guest post by Simon Catt)
Nuclear Energy is back
Psst, your mining CEO isn’t a “scumbag”, even if Twitter tells you so
Will Africa’s “Copper Express” ever be built?
The Art of Betting on Maybe, Junior Miners as an Options Trade
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

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

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Latest commodity index

Commodity highlight: Uranium

Fortress North America: a uranium alliance
90GW of new nuclear capacity needed to meet data center energy demand expected by 2030 
Physical uranium goes digital with first-ever blockchain marketplace
Meta plans up to 4GW of nuclear power to US capacity by 2030s
Military junta in Niger seizes uranium mine from Orano
Russia bans enriched uranium to US
US to deploy 200GW of new nuclear energy by 2050
US needs to triple uranium supply to support 300 GW of nuclear capacity
Nuclear Energy is back
Major banks announce support to triple nuclear energy by 2050
Artificial Intelligence and the next critical mineral supercycle
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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Feb 13, 2025
The Oregon Group launches The Green Room
Feb 12, 2025
US Treasury Secretary in Ukraine to discuss critical minerals deal
Feb 11, 2025
DeepSeek’s AI breakthroughs: efficiency gains to increase GPU demand (Guest Post by Wayne Lloyd)

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