Critical Minerals and Energy Intelligence
Latest Insights
Listen to our latest Podcast
Subscribe to our newsletter
Latest Investment Insights
China’s copper premium jumps fivefold as inventories collapse
China’s premium for imported copper has surged from around $20 per tonne in late January to $100 per tonne, its highest level since May 2025,
War in Middle East disrupts global LNG supply as Europe and Asia compete for cargoes
The price of liquefied natural gas (LNG) may not (yet) be screaming crisis, but the physical market is at risk of its first contraction in
Congo approves rail deal after US$753 million Lobito Corridor financing
The Democratic Republic of Congo has approved a partnership with Portugal’s Mota-Engil to rehabilitate the Congolese section of the Lobito Corridor, moving the US-backed rail
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