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Critical Minerals and Energy Intelligence

Middle East crisis is repricing uranium from Canada’s Athabasca
Middle East crisis is repricing uranium from Canada’s Athabasca
The oil price move above US$100 has repriced the world’s energy market just as the Middle East crisis redraws the global energy map — magnifying...

Latest News

How tokenization could reshape commodity supply chains
Why The Next Billion-Dollar Startup May Be Built Around Commodities
Innovation alone won’t fix the energy transition
Why The Era Of Cheap Commodities Is Likely Over—And What It Means For Corporate Strategy
Why Founders Can’t Ignore Commodity Tokenization Anymore
Indonesia orders world’s biggest nickel mine to cut ore quota for 2026

Insights

Helium crisis puts US in control of semiconductor supply chain
Helium crisis puts US in control of semiconductor supply chain
Golden Cross Resources: is Aurora becoming Victoria’s next high-grade gold story?
Golden Cross Resources: is Aurora becoming Victoria’s next high-grade gold story?
Argentina’s opportunity for an historic turn-around in mining
Argentina’s opportunity for an historic turn-around in mining
Strait of Hormuz diesel shock threatens mining industry
Strait of Hormuz diesel shock threatens mining industry
What has to break for gold to hit $10,000
What has to break for gold to hit $10,000
Strait of Hormuz is chokepoint for sulphuric acid and critical metal processing
Strait of Hormuz is chokepoint for sulphuric acid and critical metal processing
PDAC 2026: I was in the room. I was at the dinner. Save this.
PDAC 2026: I was in the room. I was at the dinner. Save this.
Data centres are looking upstream for Canada’s uranium
Data centres are looking upstream for Canada’s uranium
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 

Latest Boom, Bust and BS Podcast

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.
Read report
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.
Read report
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

Apr 07, 2026
How tokenization could reshape commodity supply chains
Apr 07, 2026
Middle East crisis is repricing uranium from Canada’s Athabasca
Apr 02, 2026
Helium crisis puts US in control of semiconductor supply chain

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