Critical Minerals and Energy Intelligence
Iran War Update
Insights
Latest Boom, Bust and BS Podcast
Latest News
Latest Investment Insights
Manhattan Uranium builds North American uranium portfolio for the nuclear fuel reset
Manhattan Uranium (TSXV: MANU | OTCQB: MAUUF) is positioning itself for the uranium demand set to fuel America’s nuclear reset: historic domestic uranium districts, permitted
Aluminium on the frontline of America’s energy war
Aluminium is no longer just a base metal. It is becoming the first hard test of America’s energy war. The US needs aluminium to build
Sulphuric acid crunch pushes key critical minerals cost exposure up 33% since Iran war
The sulphuric acid crunch is now feeding directly into critical minerals production costs, with sulphur and acid accounting for an average 33% of C1 costs
Rare Earth prices surge as China keeps export restrictions
Yttrium oxide prices outside China have risen x140 since Beijing imposed rare earth export controls in April 2025, while dysprosium and terbium oxide prices have
Gold mining M&A is back
Gold M&A has already topped roughly US$7.9 billion across four major deals in 2026 — a clear signal that producers are paying up for scale,
Nuclear powered ships put uranium at center of global trade and security
US Chief of Naval Operations Admiral Daryl Caudle called the decision to abandon nuclear-powered surface ships “one of the largest mistakes the navy ever did”,