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Critical Minerals and Energy Intelligence. Stay Ahead.

Mining

Trump promises fully expedited permits, including environmental approvals, for any company investing one billion dollars
Incoming president Donald Trump has announced fast track approval for any company investing US$1 billion, or more, into the United States. "Any person or company investing ONE BILLION DOLLARS, OR MORE, in the United States of America, will receive fully...
Australia invests $25 million in international critical minerals partnerships
Australia invests $25 million in international critical minerals partnerships
The Australian Government has announced a significant investment of AUS$40million, or US$25million, in grants across 8 projects to strengthen international partnerships in its domestic critical minerals sector. The critical minerals impacted include: vanadium, graphite, fluorite, rare earths, cobalt, and nickel....
Antimony prices in US soar 300% in 2024
Antimony prices in US soar 300% in 2024
The price of the critical mineral antimony in the US has soared more than 300% in 2024 as demand rises and supply is severely restricted — in particular, an export ban from China to America. A supply shortage triggered the steepest...
Please God just give us one more bull market, I promise not to blow it this time
Please God just give us one more bull market, I promise not to blow it this time
Crypto surge signals mining's new bull run. Recently I was in Dubai for a series of meetings and a resources conference. One evening I found myself on the Ritz’s roof top bar sipping an ice cold Diet Coke and eating...
Military junta in Niger seizes uranium mine from Orano
Military junta in Niger seizes uranium mine from Orano
The military authorities in Niger have seized Orano's SOMAÏR uranium mine, according to the French nuclear group. The military seized control of Niger's government in 2023. "For several months, Orano has been warning of the interference that the group has...
Mining Juniors and Intermediates raise $1.61 billion, highest for two years
Mining Juniors and Intermediates raise $1.61 billion, highest for two years
Junior and Intermediate mining companies have almost quadrupled their funds raised to US$1.61 billion in October 2024, the highest since March 2022. According to new data from S&P Global Market Intelligence, a significant increase in transactions and high-value financings reversed...
China invested more than $16 billion into mines abroad in 2023
China invested more than $16 billion into mines abroad in 2023
Chinese companies invested approximately US$16 billion into mines internationally, not including minority investments, in 2023 — the highest figure in 10 years, increasing from US$5 billion in 2022. The investments, from data compiled by The Economist, include: $5bn in a copper...
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...
Global copper demand to increase 70% by 2050, to more than 50 Mt
Global copper demand to increase 70% by 2050, to more than 50 Mt
Total copper demand is forecast to grow at an average rate of 2.6% per year to 2035, an increase from 1.9% from 2006-2021, to more than 50 Mt per year by 2050. A new report by BHP, the world's largest...
US$3 trillion investment needed in metals and mining to reach net-zero by 2050
US$3 trillion investment needed in metals and mining to reach net-zero by 2050
To hit net-zero targets by 2050, a total of US$78 trillion investment across upstream, power supply, grid infrastructure, critical minerals and emerging technologies is needed — including approx US$3trillion in metals and mining. A new report by Wood McKenzie sees base...
$100 Silver (Guest post by Simon Catt)
$100 Silver (Guest post by Simon Catt)
Guest post: Simon is a director of Arlington Group Asset Management Limited. He has over three decades of investment banking and capital markets experience between Canada, the UK and Australia. Persistence is omnipotent, but it sure is nice to be in...
Mining industry needs US$2.1 trillion investment by 2050 to meet net-zero demand for metals
Mining industry needs US$2.1 trillion investment by 2050 to meet net-zero demand for metals
Raw Materials needed to meet the energy transition could face significant deficits in the next 10 years, some as soon as this year, and will need an estimated US$2.1 trillion in new mining investments by 2050 to meet demand, according...

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Mining

Trump promises fully expedited permits, including environmental approvals, for any company investing one billion dollars
Trump promises fully expedited permits, including environmental approvals, for any company investing one billion dollars
Incoming president Donald Trump has announced fast track approval for any company investing US$1 billion, or more, into the United States. "Any person or company investing ONE BILLION DOLLARS, OR MORE, in the United States of America, will receive fully...
Australia invests $25 million in international critical minerals partnerships
Australia invests $25 million in international critical minerals partnerships
The Australian Government has announced a significant investment of AUS$40million, or US$25million, in grants across 8 projects to strengthen international partnerships in its domestic critical minerals sector. The critical minerals impacted include: vanadium, graphite, fluorite, rare earths, cobalt, and nickel....
Antimony prices in US soar 300% in 2024
Antimony prices in US soar 300% in 2024
The price of the critical mineral antimony in the US has soared more than 300% in 2024 as demand rises and supply is severely restricted — in particular, an export ban from China to America. A supply shortage triggered the steepest...
Please God just give us one more bull market, I promise not to blow it this time
Please God just give us one more bull market, I promise not to blow it this time
Crypto surge signals mining's new bull run. Recently I was in Dubai for a series of meetings and a resources conference. One evening I found myself on the Ritz’s roof top bar sipping an ice cold Diet Coke and eating...
Military junta in Niger seizes uranium mine from Orano
Military junta in Niger seizes uranium mine from Orano
The military authorities in Niger have seized Orano's SOMAÏR uranium mine, according to the French nuclear group. The military seized control of Niger's government in 2023. "For several months, Orano has been warning of the interference that the group has...
Mining Juniors and Intermediates raise $1.61 billion, highest for two years
Mining Juniors and Intermediates raise $1.61 billion, highest for two years
Junior and Intermediate mining companies have almost quadrupled their funds raised to US$1.61 billion in October 2024, the highest since March 2022. According to new data from S&P Global Market Intelligence, a significant increase in transactions and high-value financings reversed...
China invested more than $16 billion into mines abroad in 2023
China invested more than $16 billion into mines abroad in 2023
Chinese companies invested approximately US$16 billion into mines internationally, not including minority investments, in 2023 — the highest figure in 10 years, increasing from US$5 billion in 2022. The investments, from data compiled by The Economist, include: $5bn in a copper...
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...
Global copper demand to increase 70% by 2050, to more than 50 Mt
Global copper demand to increase 70% by 2050, to more than 50 Mt
Total copper demand is forecast to grow at an average rate of 2.6% per year to 2035, an increase from 1.9% from 2006-2021, to more than 50 Mt per year by 2050. A new report by BHP, the world's largest...
US$3 trillion investment needed in metals and mining to reach net-zero by 2050
US$3 trillion investment needed in metals and mining to reach net-zero by 2050
To hit net-zero targets by 2050, a total of US$78 trillion investment across upstream, power supply, grid infrastructure, critical minerals and emerging technologies is needed — including approx US$3trillion in metals and mining. A new report by Wood McKenzie sees base...
$100 Silver (Guest post by Simon Catt)
$100 Silver (Guest post by Simon Catt)
Guest post: Simon is a director of Arlington Group Asset Management Limited. He has over three decades of investment banking and capital markets experience between Canada, the UK and Australia. Persistence is omnipotent, but it sure is nice to be in...
Mining industry needs US$2.1 trillion investment by 2050 to meet net-zero demand for metals
Mining industry needs US$2.1 trillion investment by 2050 to meet net-zero demand for metals
Raw Materials needed to meet the energy transition could face significant deficits in the next 10 years, some as soon as this year, and will need an estimated US$2.1 trillion in new mining investments by 2050 to meet demand, according...

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Dec 10, 2024
Trump promises fully expedited permits, including environmental approvals, for any company investing one billion dollars
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