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report: Artificial Intelligence and the next critical mineral supercycle
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report: Artificial Intelligence and the next critical mineral supercycle
Latest Investment Insights
Artificial Intelligence and the next critical mineral supercycle
The explosion of Artificial Intelligence (AI) is expected to spark a 10-year critical mineral supercycle as the massive energy needs of new AI data centers
Podcast: Nickel 28 CEO Anthony Milewski on battery metals, EVs and green nickel
This week’s episode features Anthony Milewski, CEO of Nickel 28, in conversation with host Adrian Pocobelli about the latest developments in the nickel market. Milewski
New mines take nearly 18 years to build in 2020-23
The average time to build new mines has increased to 17.9 years — almost 18 years — for new mines coming online in 2020-23, a significant jump
Gold: the real thing? (by Simon Catt)
Guest post: Simon Catt is a director of Arlington Group Asset Management Limited. He has over three decades of investment banking and capital markets experience between
Anthony Milewski on Gold, Battery Metals, China, New Reserve Currency
Today Denis sat down with Anthony Milewski, the CEO of Nickel 28 Capital. Milewski has spent his entire career in the capital markets, including as
US miners vs US automakers
US miners and US automakers are on a collision course over supply of critical minerals for electric batteries. The reason: a “flood” of electric vehicles