Critical Minerals and Energy Intelligence
Latest Insights
Listen to our latest Podcast
Subscribe to our newsletter
Industry reports
Commodity infographics
Latest Investment Insights

The AI Boom Is Creating a New Energy Supply Chain — and a Major Business Opportunity for Founders
The AI Energy Crisis Is Creating a Business Opportunity Most Founders Haven’t Noticed Yet Key Takeaways For the past several years, building an AI company

Two multi-billion dollar uranium exits. Can Mike Beck do it again at Skeleton Coast Uranium?
EPISODE 24: Anthony Milewski and Christian Purefoy chat to special guest investor Mike Beck about the price of uranium and the supply-demand dynamic that may

Morowali cuts nickel pig iron output as El Niño drains water supply
Indonesia’s Morowali nickel hub has instructed operators to reduce nickel pig iron production — potentially affecting approx 100,000 metric tonnes of nickel pig iron — after

Ontario starts $19 billion Pickering nuclear refurbishment
Ontario has started work on the US$19.1 billion refurbishment of four CANDU reactors at the Pickering Nuclear Generating Station — to return up to 2,200

China’s rare-earth magnet exports to US fall 21% before Trump-Xi summit
China exported 512 metric tonnes of rare-earth permanent magnets to the US in August, down 21% from July and 13% from a year earlier, according

Chinese firm wins US$498 million copper deal on US-backed Lobito railway
China NERIN Engineering will build a copper-recovery plant at the planned Zambian terminus of the Western-backed Lobito Corridor railway — exposing a gap in the








