https://www.youtube.com/watch?v=7t1OYtWmuP8 From The Precious Metals Summit Beaver Creek, Anthony Milewski, Founder of The Oregon Group, joins The Deep Dive to discuss why capital is finally reaching small gold explorers after years of limited funding—and what that means for drilling, discoveries...

Russia supplied approx 26% of US enrichment purchases in 2025, despite the import ban and approaching end of temporary waivers a CNNC subsidiary has agreed to purchase 60% of Etango’s lifetime uranium production, linking Chinese investment directly to future supply...

For most of the past two decades, the technology industry has operated as if the physical world were somebody else’s problem. Software companies scaled without building factories. Cloud computing let businesses add capacity without worrying much about what sat behind...

The AI Energy Crisis Is Creating a Business Opportunity Most Founders Haven’t Noticed Yet Key Takeaways AI’s next bottleneck may be electricity, not computing power. The real startup opportunity is in the messy infrastructure behind nuclear power. Founders who understand...

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...

For decades, commodity investors focused on supply-and-demand fundamentals. However, the models that guided commodity investing for much of the past 30 years were built on assumptions that no longer hold: stable trade flows, predictable geopolitical relationships, reliable access to global...

We’re not ready for the rising needs and the infrastructure takes years to build, says Anthony Milewski for Fast Company For most of the past decade, technology companies have had the luxury of treating raw materials as someone else’s problem....

Structural scarcity in critical minerals is not just an investment story. It is a business-building opportunity that most of the startup world hasn’t noticed yet. Key Takeaways We are entering a prolonged period of structural commodity scarcity driven by AI,...

HSBC warns of a commodity "super-squeeze" as copper traded near US$13,832 per tonne in early June 2026, close to its mid-May record of US$14,153 per tonne total copper demand expected to rise from 26.7 million tonnes in 2024 to 31.3...

the aluminium energy war is already visible in prices: the LME aluminium benchmark hit US$3,707.50 per tonne on June 1, a four-year high, as Middle East supply risk escalated the biggest producers have little spare room: China produced 45 million...

For decades, corporate treasuries followed a predictable playbook: Excess cash went into short-term government securities, investment-grade bonds or other highly liquid instruments designed to preserve capital. ​But in an era defined by supply chain disruptions, geopolitical tension and the accelerating...

Technology companies are still treating rare earth exposure as a downstream riskFor most of the past decade, the technology sector has operated with a blind spot. In the past, you could build large, valuable businesses without thinking too much about...