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Critical Minerals and Energy Intelligence

The missile race is becoming a race for critical minerals
The missile race is becoming a race for critical minerals
Sixteen days of the Iran war left coalition forces needing an estimated 4,000kg of tungsten just to replacing the expended gun ammunition — but US mines produced none of the metal in 2025 and, instead, China accounted for 79% of global tungsten mine production. And...

Latest Insights

World will need US$360 billion of new copper mines by 2050
World will need US$360 billion of new copper mines by 2050
UK state fund leads US$180m Cornish tin raise to restart South Crofty by 2028
UK state fund leads US$180m Cornish tin raise to restart South Crofty by 2028
Nickel producers weigh 50% Indonesian cuts as prices hit 10-month low
Nickel producers weigh 50% Indonesian cuts as prices hit 10-month low
US adds helium to critical materials list
US adds helium to critical materials list
134 new lithium mines needed by 2050 as EVs drive demand
134 new lithium mines needed by 2050 as EVs drive demand
Trump’s critical mineral playbook comes to oil as US braces for long Iran war
Trump’s critical mineral playbook comes to oil as US braces for long Iran war
Fusion start-up turns mercury into gold, but can’t say what it costs
Fusion start-up turns mercury into gold, but can’t say what it costs
Global sulphur exports fall 33% in six months as Iran war strands Gulf cargoes
Global sulphur exports fall 33% in six months as Iran war strands Gulf cargoes
BHP copper output falls 19% in September quarter, Anglo American falls 5%
BHP copper output falls 19% in September quarter, Anglo American falls 5%
Indonesia’s revised nickel quota leaves smelters leaning on Philippine ore
Indonesia’s revised nickel quota leaves smelters leaning on Philippine ore
Japan months away from running out of yttrium as China cuts exports 98%
Japan months away from running out of yttrium as China cuts exports 98%
China to restrict exports of mine-building tunnel machines
China to restrict exports of mine-building tunnel machines

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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.
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Commodity infographics

Latest Investment Insights

Oct 27, 2026
World will need US$360 billion of new copper mines by 2050
Oct 26, 2026
UK state fund leads US$180m Cornish tin raise to restart South Crofty by 2028
Oct 26, 2026
Nickel producers weigh 50% Indonesian cuts as prices hit 10-month low

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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.