Critical Minerals and Energy Intelligence
Latest News
Insights
Latest Boom, Bust and BS Podcast
Industry reports
Commodity infographics
Latest Investment Insights

Can uranium hit $150/lb in 2026?
Uranium is now strategic infrastructure: With explicit US policy support and funding, the market has shifted from commodity pricing dynamics toward policy-anchored strategic asset behavior

Why Founders Can’t Ignore Commodity Tokenization Anymore
Commodity tokenization lets founders manage real-world asset risks — like energy, metals and fuel — by turning them into flexible, digitally tracked economic interests. Key

Indonesia orders world’s biggest nickel mine to cut ore quota for 2026
PT Weda Bay Nickel has been told to file a 2026 work plan reflecting 12 million wet metric tonnes of annual production and sales, a

Can lithium hit $30,000 in 2026?
Lithium prices have staged a remarkable comeback in early 2026, surging over 100% from their 2025 lows to more than US$16,000 per tonne in January

US launches $12 billion strategic minerals stockpile
The US will establish a US$12 billion strategic minerals stockpile, marking its most direct intervention yet in critical mineral markets as competition with China intensifies.

Can copper hit $15,000 in 2026?
Benchmark copper prices on the London Metal Exchange (LME) breached $13,000 per metric ton on January 5, 2026 — with a 16% rise alone just









