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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.
Read Report

Report: The Start of 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 report, exclusive to members only.
Read Report

Investment Insights

Trading volumes down as potential competitors close in on London Metals Exchange nickel contract
Trading volumes for the London Metals Exchange (LME) nickel contract remain significantly below averages since the suspension of the LME's...
Uranium processing halted in Niger, as France accused of massing troops for “military intervention”
Uranium ore processing by nuclear fuels company, Orano, in Niger has been halted as international sanctions against a military junta...
Central Banks buy more gold, record of 387 tonnes in H1 2023
Central banks bought up a record 387 tonnes of gold in the first half of 2023, according to the World...
Australia mining export revenue hits record A$455 billion in 2022-23
Mining export revenue in Australia totalled A$455 billion (US$298.64 billion) in the financial year 2022-23, according to the Australia Bureau...
Graphite prices forecast to rise sharply by 2030, driven by electric vehicles and ESG-friendly supply
Graphite demand and prices are forecast to stay strong until 2033, according to data by FastMarkets. Graphite market outlook will...
Commodity ETFs post first back-to-back inflows since Q1 2022
20 of the world's largest broad-based commodity exchange traded funds (ETFs) have seen positive net investments of US$1 billion over...
Global revenues from clean energy more than $2.56 trillion in 2022
The revenue from 8,182 public companies with explicit exposure to clean energy in 2022 is estimated to be US$2.56 trillion...
US demand for lithium, nickel and cobalt, forecast to be 23 times higher in 2035 than 2021, driven by Inflation Reduction Act
The US Inflation Reduction Act (IRA) will significantly increase demand for critical minerals — cobalt, lithium, nickel and copper — and it...

Latest Insights

The critical mineral wars are coming
Can Artificial Intelligence save the insurance industry from wildfires?
Critical mineral listing too late to secure copper supply
Australia’s mining industry pivots to US investors
Are nuclear small modular reactors too good to be true?
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Lift off for global helium market
A lot more copper needed to expand global electricity grid
Nickel supply has a Russia problem
Which critical minerals will power NextGen electric batteries
Don’t count cobalt out in the long-term
The rise of India
US Military and Critical Minerals: The New Arms Race
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What would “Peak Green” mean for commodity investors
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The AI Revolution in Mining: Opportunities and Risks
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US metals demand set to soar on Biden’s big bets on clean economy
Recycling critical minerals: more mining needed
Can the London Metal Exchange nickel contract survive?
The Nuclear Renaissance
EU’s $1.1 trillion climate plan to supercharge commodities trade
The Great Game for Kazakhstan’s resources
The critical role of China in the global energy transition
Plugging Canada into America’s battery belt
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The emerging lithium powerhouse you never heard of
The great Gold Rush of 2023
Unlocking the opportunity in mining permits
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The year the energy transition began
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Uranium market at start of 10-year bull run
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Nickel needs to start small to go big
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Introduction to investing in hydrogen energy
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Overhauling the global gas network
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Sep 19, 2023
Trading volumes down as potential competitors close in on London Metals Exchange nickel contract
Sep 13, 2023
The critical mineral wars are coming
Sep 11, 2023
Uranium processing halted in Niger, as France accused of massing troops for “military intervention”

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