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Critical Minerals and Energy Intelligence

Uranium’s 3.1 billion lb contract gap is hiding in plain sight
Uranium’s 3.1 billion lb contract gap is hiding in plain sight
Utilities have left about 65% of their projected uranium requirements through 2045 uncovered, while the long-term contracts needed to finance new supply remain below replacement rate. Utilities worldwide entered 2026 with about 3.1 billion lb U3O8 of requirements still uncovered through 2045 — roughly 65%...

Latest Insights

Uranium prices at turning point
Uranium prices at turning point
Uranium prices to beat all-time highs?
Uranium prices to beat all-time highs?
Uranium’s 3.1 billion lb contract gap is hiding in plain sight
Uranium’s 3.1 billion lb contract gap is hiding in plain sight
Copper hits all-time high at US$14,533 a tonne
Copper hits all-time high at US$14,533 a tonne
No major copper discovery recorded in 2025
No major copper discovery recorded in 2025
Chinese rare earth suppliers halt licensed US shipments ahead of Xi visit
Chinese rare earth suppliers halt licensed US shipments ahead of Xi visit
Fund managers rebuild gold positions as central bank demand hits 289tonnes
Fund managers rebuild gold positions as central bank demand hits 289tonnes
Delay at China’s biggest lithium mine cuts 2026 supply forecast
Delay at China’s biggest lithium mine cuts 2026 supply forecast
Tungsten price shock signals deeper supply crisis
Tungsten price shock signals deeper supply crisis
Copper faces “Super Squeeze”
Copper faces “Super Squeeze”
Why Bank of America still sees $130/lb uranium: Cameco is the warning
Why Bank of America still sees $130/lb uranium: Cameco is the warning
US diesel crack tops $102 as global fuel squeeze threatens mining
US diesel crack tops $102 as global fuel squeeze threatens mining

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Greed, Guts and Glory

Notes from Indaba 2026 and 121 Mining Conference: Africa is back on the investment radar! And Gamma rays equal Green Days 
Notes from Indaba 2026 and 121 Mining Conference: Africa is back on the investment radar! And Gamma rays equal Green Days 
Calling Canada’s next gold company take-outs
Calling Canada’s next gold company take-outs
Notes from Beaver Creek and Denver Gold: the bulls are back in town!
Notes from Beaver Creek and Denver Gold: the bulls are back in town!

Industry reports

Report: The Great Uranium Disconnect
The Oregon Group predicts the longer the disconnect between prices and demand, the greater the pressure for price growth beyond the levels we saw in 2024.
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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.
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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.
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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
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.
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Commodity infographics

Latest Investment Insights

Sep 10, 2026
Uranium prices at turning point
Sep 10, 2026
Uranium prices to beat all-time highs?
Sep 09, 2026
Uranium’s 3.1 billion lb contract gap is hiding in plain sight

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Investment intelligence and in-depth reports on critical minerals, mining, energy and geopolitics — from capital-markets professionals with boardroom and institutional experience.