It was the best of times, it was the worst of times. It was the age of gold, it was the age of bitcoin, it was the epoch of more than $3,000 gold. We're paraphrasing Charles Dickens introduction to a...

https://youtu.be/5kUto4qXMPg EPISODE 5. Anthony Milewski and Christian Purefoy are joined by special guest Victor Cantore, President and founder of Bay Capital Markets, to talk about the high gold price and AMEX Exploration, a gold exploration mining company in Canada. 🎙️...

New nuclear reactor builds, reactor life extensions and longer term fleet expansions, mean the path has been laid for robust growth of nuclear energy from now through the coming decades. In the immediate term, we have seen a pullback in...

The US Department of Defense relies on Chinese supply chains for components used in 1,900 weapon systems, encompassing over 80,000 individual parts​ — threatening 78% of US military weapon systems. A new report from Govini, a defense data analytics firm, entitled...

President Donald Trump has signed a sweeping executive order accelerating deep sea mining permits and licenses in areas beyond national jurisdiction under the Deep Seabed Hard Mineral Resources Act. The order marks a significant escalation in US efforts to secure...

The London Metal Exchange (LME) has announced a significant step towards recognizing and incentivizing sustainable metal production, as it is currently engaging closely with physical market stakeholders on its proposals for four key metals: aluminium copper nickel zinc The move...

US tariffs are disrupting global uranium supply chains — just as demand is expected to accelerate with the rollout of new fleet of nuclear power stations worldwide. A word of warning, the tariff regime is extremely volatile and subject to...

President Donald Trump has ordered a formal investigation into whether US dependence on foreign-processed critical minerals and the products they feed threatens national security. The executive order, signed on April 15, 2025, initiated under Section 232 of the Trade Expansion...

https://youtu.be/SYddZT3AU_I EPISODE 4. Anthony Milewski and Christian Purefoy talk through gold, copper, nickel, silver, uranium and rare earths to figure out of the long-term macro story holds up against all the current market volatility, tariffs and export controls. 🎙️ Transcript...

Exports of rare earths placed under export restrictions from China on April 4 have reportedly "ground to a halt" almost immediately as exporters have been forced to wait for government licence approval. The impacted rare earths are: Samarium Gadolinium Terbium...

Global demand for critical minerals from data center development is set to rise significantly by 2030, compared to 2024 levels: 2% for copper 2% for silicon 3% for rare earths 11% for gallium According to a new Energy and AI...

Namibia is one of the world’s most significant oil frontiers, with estimated offshore reserves of 20 billion barrels and a remarkable success rate, similar to the scale of discoveries that have transformed Guyana’s oil resources in the last decade. And,...