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Critical Minerals and Energy Intelligence

Scandium: can new supply keep pace with defence and AI?
Scandium: can new supply keep pace with defence and AI?
Lockheed Martin’s proposed purchases from NioCorp could reach 15 tonnes of scandium oxide annually, but the agreement is non-binding Bloom Energy’s expanded Oracle partnership included 1.2 GW of contracted fuel-cell capacity, connecting scandium demand to AI infrastructure the Pentagon announced a conditional US$400 million loan...

Latest Insights

Centinela strike puts 1% of global copper supply at risk
Centinela strike puts 1% of global copper supply at risk
Scandium: can new supply keep pace with defence and AI?
Scandium: can new supply keep pace with defence and AI?
Indonesia launches $10.2 billion nickel, battery and aluminium projects as it weighs smelter moratorium
Indonesia launches $10.2 billion nickel, battery and aluminium projects as it weighs smelter moratorium
Big money is moving into small gold stocks | Anthony Milewski on The Deep Dive
Big money is moving into small gold stocks | Anthony Milewski on The Deep Dive
China becomes zinc exporter as metal flows into LME warehouses
China becomes zinc exporter as metal flows into LME warehouses
Google nears $1 billion nuclear deal as Big Tech locks in America’s reactor fleet
Google nears $1 billion nuclear deal as Big Tech locks in America’s reactor fleet
The global uranium market is splitting in two
The global uranium market is splitting in two
AI Has A Commodity Problem—And The Technology Industry Isn’t Ready For It
AI Has A Commodity Problem—And The Technology Industry Isn’t Ready For It
America’s $27 billion push to break China’s minerals grip
America’s $27 billion push to break China’s minerals grip
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

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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

Oct 14, 2026
Centinela strike puts 1% of global copper supply at risk
Oct 12, 2026
Scandium: can new supply keep pace with defence and AI?
Oct 09, 2026
Indonesia launches $10.2 billion nickel, battery and aluminium projects as it weighs smelter moratorium

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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.