Critical Minerals and Energy Intelligence
Iran War Update
Insights
Latest Boom, Bust and BS Podcast
Latest News
Latest Investment Insights
Copper output at Chile’s top producers falls 18% in May
Chile’s state-owned Codelco produced 106,300 tonnes of copper in May 2026, down 18.3% from a year earlier, while BHP-operated Escondida fell 17.6% to 108,800 tonnes
Australia – India agree uranium export deal
Australia and India have agreed to enable long-term Australian uranium exports to India during Modi’s July 9 summit with Prime Minister Narendra Modi, finalising arrangements
US diesel stocks fall 5 million barrels, exposing mining industry
The US is burning through two separate fuel buffers at once. The US Strategic Petroleum Reserve has dropped 6.2 million barrels in the week ended
The Coming Commodity Supercycle Is the Biggest Business Opportunity Founders Are Ignoring
Structural scarcity in critical minerals is not just an investment story. It is a business-building opportunity that most of the startup world hasn’t noticed yet.
Uranium’s Cigar Lake shutdown exposes mining’s sulphuric acid crisis
On July 1, Cameco suspended mining at Cigar Lake, the world’s highest-grade uranium mine, after operational problems shut the sulphuric acid plant at Orano’s McClean
America wants new reactors. But can it fuel them in time?
Washington has put the nuclear industry on the clock: advanced reactors starting up by 2026, new large reactors under construction by 2030, a rebuilt fuel