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Critical Minerals and Energy Intelligence

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
China imported more than 1,000 tonnes of gold in the first eight months of 2026, exceeding its purchases for the whole of last year — with imports reaching their highest level for the period in customs records dating back to 2017. Lower international prices and a...

Latest Insights

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
Canada targets C$1 trillion in investment with mining tax break and incentives
Canada targets C$1 trillion in investment with mining tax break and incentives
Russia’s sulphuric acid ban raises risk for Kazakhstan uranium supply
Russia’s sulphuric acid ban raises risk for Kazakhstan uranium supply

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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 28, 2026
US critical minerals reserve adds US$1 billion through Glencore and Mercuria
Sep 25, 2026
China’s gold imports top 1,000 tonnes, highest January-August total since 2017
Sep 24, 2026
The AI Boom Is Creating a New Energy Supply Chain — and a Major Business Opportunity for Founders

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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.