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Investment Insights. Stay Ahead.

By Christian Purefoy

Crypto
Crypto vs Metals: is a great rotation from crypto to mining underway?
Metals and crypto are competing for capital in one of the great rotations of this decade October, historically the most-volatile month, strikes again — and metals and crypto are competing for the role of the investor's safe haven: Bitcoin plunged over...
Antimony
Why the US fails to secure critical mineral supply — and how it can be fixed
Why the US fails to secure critical mineral supply — and how it can be fixed
An inside look into what’s gone wrong in Washington — and how to fix it In December 2024, China banned exports of gallium, germanium, and antimony to the US, before adding 7 more minerals, from tungsten to rare earths, just months...
Cobalt
Where will the metals for the robot revolution come from?
Where will the metals for the robot revolution come from?
Elon Musk has projected there will be 10 billion humanoid robots by 2040, and he's not alone in predicting such extraordinarily high numbers: in China, Shenzhen's city government has released an action plan to offer funding and policy support for...
Investment Insights
The UK’s critical mineral and energy supply, between revolution and disaster
The UK’s critical mineral and energy supply, between revolution and disaster
The UK is poised on the edge of a critical minerals revolution — or potential disaster. In November 2024, the British Geological Survey identified 34 raw materials as critical, an increase from a list of 18 critical minerals in 2021....
Investment Insights
Trump wants to make mining American again
Trump wants to make mining American again
What a week. We wanted to wait a moment (and not rush out one of the many “emergency” comment pieces), to let the dust settle and some appointments to be made before commenting on what the re-election victory of Donald...
Gold and Silver
Mining in Mexico, no more uncertainty
Mining in Mexico, no more uncertainty
Sponsored spotlight: Mithril Silver and Gold Ltd is a precious metals exploration company developing one of the highest-grade silver jurisdictions in Mexico’s Sierra Madre Gold Silver Trend with multi-million ounce district potential for silver and gold. Find out more: Mithril...
Investment Insights
Nuclear Energy is back
Nuclear Energy is back
We are experiencing an historic moment in nuclear energy. About 60 reactors are under construction across the world, and at least another 110 are planned. To put into context, there are about 440 nuclear power reactors currently operating globally. Global nuclear...
Investment Insights
The hunt for scandium has started
The hunt for scandium has started
Scandium is the "reclusive" critical mineral.  High-grade deposits suitable for commercial mining are extremely rare, and extracting it as a by-product from other ores is similarly challenging. But, there's a reason it's listed as a critical mineral in the US,...
Cobalt
Turning critical minerals into free range eggs
Turning critical minerals into free range eggs
The West wants to secure critical mineral supply chains — not with massive state subsidies, significant to China — but with market forces.  The challenge: the geographical concentration of critical mineral mining and refining continues to increase, and is expected to increase...
Investment Insights
Is there enough tin supply to hold the tech revolution together?
Is there enough tin supply to hold the tech revolution together?
Often overlooked, tin is listed as a critical mineral in the US for good reason.  More than 50% of tin is used as solder in circuit boards, essential for semiconductors, data centers, mobile phones, electric vehicle and batteries, as well...
Investment Insights
PDAC 2024: the government is here to help
PDAC 2024: the government is here to help
This year at the world’s leading mining and mineral convention — PDAC — despite low prices across many critical commodities such as nickel, lithium, cobalt, copper and others, the mood was enthusiastic and upbeat. Why? We suggest two main reasons: many...
Investment Insights
Kazatomprom, world’s largest uranium producer, flashes red
Kazatomprom, world’s largest uranium producer, flashes red
Kazatomprom, world's largest uranium producer, warns of production shortfall logistical issues, eg transport and shortages in sulfuric acid could take years to fix concerns long-term supply contracts prioritize Russia and China over the West Kazatomprom is the world's largest and, arguably,...
Investment Insights
Where will new uranium supply come from?
Where will new uranium supply come from?
uranium demand set to increase 200% by 2040 uranium prices already at 15-year highs on tight supply ore grade and mining bans across globe limiting new supply Canada's Athabasca Basin contains world’s largest, high-grade uranium deposits Demand for uranium is...
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Christian Purefoy

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Stay Ahead

Subscribe and get today’s market and industry trends delivered to you in real-time.

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By Christian Purefoy

Crypto
Crypto vs Metals: is a great rotation from crypto to mining underway?
Crypto vs Metals: is a great rotation from crypto to mining underway?
Metals and crypto are competing for capital in one of the great rotations of this decade October, historically the most-volatile month, strikes again — and metals and crypto are competing for the role of the investor's safe haven: Bitcoin plunged over...
Antimony
Why the US fails to secure critical mineral supply — and how it can be fixed
Why the US fails to secure critical mineral supply — and how it can be fixed
An inside look into what’s gone wrong in Washington — and how to fix it In December 2024, China banned exports of gallium, germanium, and antimony to the US, before adding 7 more minerals, from tungsten to rare earths, just months...
Cobalt
Where will the metals for the robot revolution come from?
Where will the metals for the robot revolution come from?
Elon Musk has projected there will be 10 billion humanoid robots by 2040, and he's not alone in predicting such extraordinarily high numbers: in China, Shenzhen's city government has released an action plan to offer funding and policy support for...
Investment Insights
The UK’s critical mineral and energy supply, between revolution and disaster
The UK’s critical mineral and energy supply, between revolution and disaster
The UK is poised on the edge of a critical minerals revolution — or potential disaster. In November 2024, the British Geological Survey identified 34 raw materials as critical, an increase from a list of 18 critical minerals in 2021....
Investment Insights
Trump wants to make mining American again
Trump wants to make mining American again
What a week. We wanted to wait a moment (and not rush out one of the many “emergency” comment pieces), to let the dust settle and some appointments to be made before commenting on what the re-election victory of Donald...
Gold and Silver
Mining in Mexico, no more uncertainty
Mining in Mexico, no more uncertainty
Sponsored spotlight: Mithril Silver and Gold Ltd is a precious metals exploration company developing one of the highest-grade silver jurisdictions in Mexico’s Sierra Madre Gold Silver Trend with multi-million ounce district potential for silver and gold. Find out more: Mithril...
Investment Insights
Nuclear Energy is back
Nuclear Energy is back
We are experiencing an historic moment in nuclear energy. About 60 reactors are under construction across the world, and at least another 110 are planned. To put into context, there are about 440 nuclear power reactors currently operating globally. Global nuclear...
Investment Insights
The hunt for scandium has started
The hunt for scandium has started
Scandium is the "reclusive" critical mineral.  High-grade deposits suitable for commercial mining are extremely rare, and extracting it as a by-product from other ores is similarly challenging. But, there's a reason it's listed as a critical mineral in the US,...
Cobalt
Turning critical minerals into free range eggs
Turning critical minerals into free range eggs
The West wants to secure critical mineral supply chains — not with massive state subsidies, significant to China — but with market forces.  The challenge: the geographical concentration of critical mineral mining and refining continues to increase, and is expected to increase...
Investment Insights
Is there enough tin supply to hold the tech revolution together?
Is there enough tin supply to hold the tech revolution together?
Often overlooked, tin is listed as a critical mineral in the US for good reason.  More than 50% of tin is used as solder in circuit boards, essential for semiconductors, data centers, mobile phones, electric vehicle and batteries, as well...
Investment Insights
PDAC 2024: the government is here to help
PDAC 2024: the government is here to help
This year at the world’s leading mining and mineral convention — PDAC — despite low prices across many critical commodities such as nickel, lithium, cobalt, copper and others, the mood was enthusiastic and upbeat. Why? We suggest two main reasons: many...
Investment Insights
Kazatomprom, world’s largest uranium producer, flashes red
Kazatomprom, world’s largest uranium producer, flashes red
Kazatomprom, world's largest uranium producer, warns of production shortfall logistical issues, eg transport and shortages in sulfuric acid could take years to fix concerns long-term supply contracts prioritize Russia and China over the West Kazatomprom is the world's largest and, arguably,...
Investment Insights
Where will new uranium supply come from?
Where will new uranium supply come from?
uranium demand set to increase 200% by 2040 uranium prices already at 15-year highs on tight supply ore grade and mining bans across globe limiting new supply Canada's Athabasca Basin contains world’s largest, high-grade uranium deposits Demand for uranium is...
Picture of Christian Purefoy

Christian Purefoy

Follow for more

Twitter Linkedin Youtube Rss

Stay Ahead

Subscribe and get today’s market and industry trends delivered to you in real-time.

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Nov 04, 2025
The Great Refill: utilities are back in the uranium market
Nov 03, 2025
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Oct 30, 2025
The accidental miner (Guest Post by Kerry Knoll)

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