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Artificial Intelligence

Meta plans up to 4GW of nuclear power to US capacity by 2030s
Meta plans up to 4GW of nuclear power to US capacity by 2030s
Meta, formerly Facebook, has announced plans to add 1-4GW of new nuclear energy capacity in the US in the early 2030s. Meta states the new power is needed: to provide Meta’s future energy needs, in particular data centers for artificial...
Big mining M&As too late to stop critical mineral supply crisis
Big mining M&As too late to stop critical mineral supply crisis
BHP has proposed a US$39 billion takeover of Anglo American, in what would have been the largest mining deal on record and create the world’s largest copper producer. Anglo America has rejected the offer, but we suspect this may just...
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...
The AI Revolution in Mining: Opportunities and Risks
The AI Revolution in Mining: Opportunities and Risks
66% of mining companies using AI in 2022 AI worth up to $390 billion in annual savings for copper, iron ore, natural gas, coal and crude oil by 2035 AI improved mining throughput of some companies by 10-20% Artificial Intelligence...
Semiconductors are going global
Semiconductors are going global
The global semiconductor industry is projected to be worth over US$1 trillion, with an average of 6-8% growth a year, by 2030. This year alone, semiconductor growth is expected to increase 16.3%, to reach a record value of US$646 billion.
Predicting Climate Change disasters with Artificial intelligence
Predicting Climate Change disasters with Artificial intelligence
The global insurance market is forecast to grow at 6% a year, worth US$4.5 trillion in 2020 and forecast to be valued over US$6 trillion in 2025. But climate change poses significant risks to this growth — and an opportunity for...
An introduction to Artificial Intelligence for investors
An introduction to Artificial Intelligence for investors
Artificial Intelligence — with an estimated contribution to the global economy of US$15.7 trillion by 2030— has the potential to turbo-charge the productivity and efficiency of almost all industries while also presenting a compelling area for investment.

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Artificial Intelligence

Meta plans up to 4GW of nuclear power to US capacity by 2030s
Meta plans up to 4GW of nuclear power to US capacity by 2030s
Meta, formerly Facebook, has announced plans to add 1-4GW of new nuclear energy capacity in the US in the early 2030s. Meta states the new power is needed: to provide Meta’s future energy needs, in particular data centers for artificial...
Big mining M&As too late to stop critical mineral supply crisis
Big mining M&As too late to stop critical mineral supply crisis
BHP has proposed a US$39 billion takeover of Anglo American, in what would have been the largest mining deal on record and create the world’s largest copper producer. Anglo America has rejected the offer, but we suspect this may just...
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...
The AI Revolution in Mining: Opportunities and Risks
The AI Revolution in Mining: Opportunities and Risks
66% of mining companies using AI in 2022 AI worth up to $390 billion in annual savings for copper, iron ore, natural gas, coal and crude oil by 2035 AI improved mining throughput of some companies by 10-20% Artificial Intelligence...
Semiconductors are going global
Semiconductors are going global
The global semiconductor industry is projected to be worth over US$1 trillion, with an average of 6-8% growth a year, by 2030. This year alone, semiconductor growth is expected to increase 16.3%, to reach a record value of US$646 billion.
Predicting Climate Change disasters with Artificial intelligence
Predicting Climate Change disasters with Artificial intelligence
The global insurance market is forecast to grow at 6% a year, worth US$4.5 trillion in 2020 and forecast to be valued over US$6 trillion in 2025. But climate change poses significant risks to this growth — and an opportunity for...
An introduction to Artificial Intelligence for investors
An introduction to Artificial Intelligence for investors
Artificial Intelligence — with an estimated contribution to the global economy of US$15.7 trillion by 2030— has the potential to turbo-charge the productivity and efficiency of almost all industries while also presenting a compelling area for investment.

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Subscribe for the macro, so you can invest in the micro

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Jan 16, 2025
Rio Tinto and Glencore held talks for potential mining mega-merger
Jan 15, 2025
Canada pushes US critical mineral alliance to counter Trump’s tariff threat
Jan 14, 2025
The end of net-zero targets

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