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Critical Minerals and Energy Intelligence. Stay Ahead.

Canada

Canada pushes US critical mineral alliance to counter Trump’s tariff threat
Canada pushes US critical mineral alliance to counter Trump’s tariff threat
UPDATED: Jan 16 with new quotes on critical mineral price floor. Canada wants to accelerate the critical mineral strategic alliance with the US, according to key officials, as the country works to persuade incoming President Trump not to impose significant...
Athabasca Basin: the cornerstone of Western uranium supply and US national security
Athabasca Basin: the cornerstone of Western uranium supply and US national security
Canada’s Athabasca basin has the highest grade uranium deposits in the world, with grades up to x100 higher than averages mined elsewhere in the world. And now, the region is at the center of a geopolitical struggle to secure the...
Silver Deficit: Mining Opportunities in Bolivia
Silver Deficit: Mining Opportunities in Bolivia
The discovery of Cerro Rico, or “Rich Mountain”, in Potosí, Bolivia, in 1545, transformed the global silver market. This single mountain produced an astounding 60% of the world’s silver during the second half of the 16th century, making it one of the...
Where will fluorspar for US-made EVs come from?
Where will fluorspar for US-made EVs come from?
Fluorspar is vital for the energy transition yet, despite its growing importance, it is one of the most under-reported critical minerals we’ve found in all our analysis. To take just a few examples: a lithium-ion electric battery needs up to...
New mines take 29 years to develop in US, second longest in world
New mines take 29 years to develop in US, second longest in world
The US has the second longest mine development times in the world, at almost 29 years on average from first discovery to first production, according to a new report by S&P Global Only mines in Zambia take longer, at 34...
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,...
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...
The mining industry is running out of miners
The mining industry is running out of miners
average age of miner is 46, nearly 50% of skilled engineers reach retirement in next 10 years 71% of mining leaders experiencing talent shortage, 86% say it’s harder to recruit and retain talent apprenticeships, artificial intelligence, and new working practices...
Critical mineral listing too late to secure copper supply
Critical mineral listing too late to secure copper supply
copper listed as critical mineral in EU, China, India, Canada, South Australia, US global copper demand forecast to double by 2035 copper stockpiles already dangerously low and supply tightening Copper is now listed as a critical mineral in the EU, China,...
Are nuclear small modular reactors too good to be true?
Are nuclear small modular reactors too good to be true?
300 SMRs generate enough electricity to power half the homes in US construction costs between US$300-500 million for first build, but potentially falling to US$150 million for subsequent builds US, UK, France, China, Canada, Russia and others all developing SMRs A nuclear...
US Military and Critical Minerals: The New Arms Race
US Military and Critical Minerals: The New Arms Race
Department of Defense budget request of US$842 billion for 2024, increase of $26 billion over 2023 US lacks domestic production of 14 critical minerals, and import-reliant for more than 50% for 31 US military is driving investment and legislation for secure...
Plugging Canada into America’s battery belt
Plugging Canada into America’s battery belt
America’s Battery Belt is booming. But, importantly for investors, it’s still missing one essential piece of the puzzle right at the start of the supply chain. Critical minerals.

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Canada

Canada pushes US critical mineral alliance to counter Trump’s tariff threat
Canada pushes US critical mineral alliance to counter Trump’s tariff threat
UPDATED: Jan 16 with new quotes on critical mineral price floor. Canada wants to accelerate the critical mineral strategic alliance with the US, according to key officials, as the country works to persuade incoming President Trump not to impose significant...
Athabasca Basin: the cornerstone of Western uranium supply and US national security
Athabasca Basin: the cornerstone of Western uranium supply and US national security
Canada’s Athabasca basin has the highest grade uranium deposits in the world, with grades up to x100 higher than averages mined elsewhere in the world. And now, the region is at the center of a geopolitical struggle to secure the...
Silver Deficit: Mining Opportunities in Bolivia
Silver Deficit: Mining Opportunities in Bolivia
The discovery of Cerro Rico, or “Rich Mountain”, in Potosí, Bolivia, in 1545, transformed the global silver market. This single mountain produced an astounding 60% of the world’s silver during the second half of the 16th century, making it one of the...
Where will fluorspar for US-made EVs come from?
Where will fluorspar for US-made EVs come from?
Fluorspar is vital for the energy transition yet, despite its growing importance, it is one of the most under-reported critical minerals we’ve found in all our analysis. To take just a few examples: a lithium-ion electric battery needs up to...
New mines take 29 years to develop in US, second longest in world
New mines take 29 years to develop in US, second longest in world
The US has the second longest mine development times in the world, at almost 29 years on average from first discovery to first production, according to a new report by S&P Global Only mines in Zambia take longer, at 34...
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,...
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...
The mining industry is running out of miners
The mining industry is running out of miners
average age of miner is 46, nearly 50% of skilled engineers reach retirement in next 10 years 71% of mining leaders experiencing talent shortage, 86% say it’s harder to recruit and retain talent apprenticeships, artificial intelligence, and new working practices...
Critical mineral listing too late to secure copper supply
Critical mineral listing too late to secure copper supply
copper listed as critical mineral in EU, China, India, Canada, South Australia, US global copper demand forecast to double by 2035 copper stockpiles already dangerously low and supply tightening Copper is now listed as a critical mineral in the EU, China,...
Are nuclear small modular reactors too good to be true?
Are nuclear small modular reactors too good to be true?
300 SMRs generate enough electricity to power half the homes in US construction costs between US$300-500 million for first build, but potentially falling to US$150 million for subsequent builds US, UK, France, China, Canada, Russia and others all developing SMRs A nuclear...
US Military and Critical Minerals: The New Arms Race
US Military and Critical Minerals: The New Arms Race
Department of Defense budget request of US$842 billion for 2024, increase of $26 billion over 2023 US lacks domestic production of 14 critical minerals, and import-reliant for more than 50% for 31 US military is driving investment and legislation for secure...
Plugging Canada into America’s battery belt
Plugging Canada into America’s battery belt
America’s Battery Belt is booming. But, importantly for investors, it’s still missing one essential piece of the puzzle right at the start of the supply chain. Critical minerals.

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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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