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Strait of Hormuz diesel shock threatens mining industry
Oil exports through the Strait of Hormuz have cut oil exports from approx 20 mb/d before the war to a “trickle“, driving diesel and petrol
What has to break for gold to hit $10,000
Gold at $10,000 in 2026 isn’t a bull case, it’s a break-glass price, the kind you only see when something in the financial system snaps.
Strait of Hormuz is chokepoint for sulphuric acid and critical metal processing
The Middle East accounted for around 24% of global sulphur production at 83.87 million metric tons last year; including 50% of seabourne trade of sulphur — which
PDAC 2026: I was in the room. I was at the dinner. Save this.
Katika Labrum is the founder of MineMarket.ai, a mining intelligence platform applying AI to acquirer mapping, transaction intelligence, and deal timing for the global resource
Data centres are looking upstream for Canada’s uranium
Canada’s NexGen Energy’s CEO has revealed the company is in talks with data-centre providers to help finance a new mine to secure long-term uranium supply
Innovation alone won’t fix the energy transition
Transforming the energy system requires changing how companies plan, procure, and execute. For years, the energy transition has been framed as a race to innovate.