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Critical Minerals and Energy Intelligence

Uranium mine supply faces potential 46,000-tonne shortfall by 2040
Uranium mine supply faces potential 46,000-tonne shortfall by 2040
the IAEA projects 641–1,045 GW of nuclear capacity by 2050, raising both its low and high estimates the "Red Book" identifies more than 8.1 million tonnes of recoverable uranium resources, sufficient for its projected demand through 2050 at 85% utilisation, even the expanded mine pipeline...

Latest Insights

Uranium mine supply faces potential 46,000-tonne shortfall by 2040
Uranium mine supply faces potential 46,000-tonne shortfall by 2040
Canada targets C$1 trillion in investment with mining tax break and incentives
Canada targets C$1 trillion in investment with mining tax break and incentives
Russia’s sulphuric acid ban raises risk for Kazakhstan uranium supply
Russia’s sulphuric acid ban raises risk for Kazakhstan uranium supply
Uranium prices to hit all time highs? (term contracts already there!)
Uranium prices to hit all time highs? (term contracts already there!)
Russia’s enriched uranium is offline — and the fuel crisis is coming
Russia’s enriched uranium is offline — and the fuel crisis is coming
Uranium prices headed to $200?
Uranium prices headed to $200?
Uranium mining in South America
Uranium mining in South America
Uranium in Namibia
Uranium in Namibia
Big uranium supply deficit incoming
Big uranium supply deficit incoming
Uranium supply deficit is structural
Uranium supply deficit is structural
Uranium prices at turning point
Uranium prices at turning point
Uranium prices to beat all-time highs?
Uranium prices to beat all-time highs?

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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.
Read report

Commodity infographics

Latest Investment Insights

Sep 16, 2026
Uranium mine supply faces potential 46,000-tonne shortfall by 2040
Sep 16, 2026
Canada targets C$1 trillion in investment with mining tax break and incentives
Sep 15, 2026
Russia’s sulphuric acid ban raises risk for Kazakhstan uranium supply

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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.