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Critical Minerals and Energy Intelligence

Tungsten price shock signals deeper supply crisis
Tungsten price shock signals deeper supply crisis
global first-use tungsten demand is forecast to rise from approx 162,000 tonnes WO₃ in 2025 to 180,000 tonnes in 2030 and 202,000 tonnes by 2035, according to a new S&P Global report China produced 67,000 of the 85,000 tonnes of tungsten mined globally in 2025...

Latest Insights

Chinese rare earth suppliers halt licensed US shipments ahead of Xi visit
Chinese rare earth suppliers halt licensed US shipments ahead of Xi visit
Fund managers rebuild gold positions as central bank demand hits 289tonnes
Fund managers rebuild gold positions as central bank demand hits 289tonnes
Delay at China’s biggest lithium mine cuts 2026 supply forecast
Delay at China’s biggest lithium mine cuts 2026 supply forecast
Tungsten price shock signals deeper supply crisis
Tungsten price shock signals deeper supply crisis
Copper faces “Super Squeeze”
Copper faces “Super Squeeze”
Why Bank of America still sees $130/lb uranium: Cameco is the warning
Why Bank of America still sees $130/lb uranium: Cameco is the warning
US diesel crack tops $102 as global fuel squeeze threatens mining
US diesel crack tops $102 as global fuel squeeze threatens mining
Why antimony’s supply crisis is far from over
Why antimony’s supply crisis is far from over
Bank of America launches $250 billion infrastructure initiative covering critical minerals, AI and energy
Bank of America launches $250 billion infrastructure initiative covering critical minerals, AI and energy
How Bahia Metals is advancing a production opportunity as a cornerstone to a new sulphide nickel copper district in Brazil
How Bahia Metals is advancing a production opportunity as a cornerstone to a new sulphide nickel copper district in Brazil
World’s 50 biggest miners valued at $2.17 trillion as BHP opens record lead
World’s 50 biggest miners valued at $2.17 trillion as BHP opens record lead
Trump announces more than $2 billion critical minerals package
Trump announces more than $2 billion critical minerals package

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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.
Read report
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.
Read report
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.
Read report
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

Copper Rising Boom Bust BS - The Oregon Group

Copper faces “Super Squeeze”

EPISODE 15: Anthony Milewski and Christian Purefoy chat to Jamie Levy, CEO and Director of Generation Mining, advancing the Marathon Project, a large, shovel‑ready copper‑palladium

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August 26, 2026
Sep 04, 2026
Chinese rare earth suppliers halt licensed US shipments ahead of Xi visit
Sep 04, 2026
Fund managers rebuild gold positions as central bank demand hits 289tonnes
Sep 03, 2026
Delay at China’s biggest lithium mine cuts 2026 supply forecast

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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.