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Critical Minerals and Energy Intelligence

Trump asks Europe to release diesel reserves as Russia extends export ban
Trump asks Europe to release diesel reserves as Russia extends export ban
The White House has asked Europe to release emergency diesel stocks just as Russia extends its diesel export restrictions, Chile prepares to reduce refinery output and US President Donald Trump considers a diesel ban. The latest request by the White House reflects a global refining...

Latest Insights

Trump asks Europe to release diesel reserves as Russia extends export ban
Trump asks Europe to release diesel reserves as Russia extends export ban
US announces US$15 billion Iowa steel mill, boosting manganese and graphite electrode demand
US announces US$15 billion Iowa steel mill, boosting manganese and graphite electrode demand
US critical minerals reserve adds US$1 billion through Glencore and Mercuria
US critical minerals reserve adds US$1 billion through Glencore and Mercuria
China’s gold imports top 1,000 tonnes, highest January-August total since 2017
China’s gold imports top 1,000 tonnes, highest January-August total since 2017
The AI Boom Is Creating a New Energy Supply Chain — and a Major Business Opportunity for Founders
The AI Boom Is Creating a New Energy Supply Chain — and a Major Business Opportunity for Founders
Two multi-billion dollar uranium exits. Can Mike Beck do it again at Skeleton Coast Uranium?
Two multi-billion dollar uranium exits. Can Mike Beck do it again at Skeleton Coast Uranium?
Morowali cuts nickel pig iron output as El Niño drains water supply
Morowali cuts nickel pig iron output as El Niño drains water supply
Ontario starts $19 billion Pickering nuclear refurbishment
Ontario starts $19 billion Pickering nuclear refurbishment
China’s rare-earth magnet exports to US fall 21% before Trump-Xi summit
China’s rare-earth magnet exports to US fall 21% before Trump-Xi summit
Chinese firm wins US$498 million copper deal on US-backed Lobito railway
Chinese firm wins US$498 million copper deal on US-backed Lobito railway
BMI raises tin price forecast to US$51,000 as AI demand strains supply
BMI raises tin price forecast to US$51,000 as AI demand strains supply
Uranium mine supply faces potential 46,000-tonne shortfall by 2040
Uranium mine supply faces potential 46,000-tonne shortfall by 2040

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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.
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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 30, 2026
Trump asks Europe to release diesel reserves as Russia extends export ban
Sep 29, 2026
US announces US$15 billion Iowa steel mill, boosting manganese and graphite electrode demand
Sep 28, 2026
US critical minerals reserve adds US$1 billion through Glencore and Mercuria

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