Uranium: An Undercurrent of Supply Problems
According to the World Nuclear Association, at least 70 nuclear power reactors are currently under construction worldwide; can uranium production keep up?
The Dealmakers have Arrived: The Americans are coming to Town
The Dealmakers have Arrived: The Americans are coming to Town
The Americans are coming to town and they’ve found a gap in the market. Read on to find out why this could reshape the junior mining sector.
Imagine Your Portfolio Going up but LOSING Its Purchasing Power
Imagine Your Portfolio Going up but LOSING Its Purchasing Power
From 1976 to 1980, almost nobody grew real wealth. Here’s what that means for portfolios today.
The Vicuña District: sits alongside history’s greatest mining provinces
The Vicuña District: sits alongside history’s greatest mining provinces
Some regions don’t just host a mine. They host a mining century. Here’s why the Vicuña District belongs in that conversation.
Lithium’s Collapse is Starting to Feel Like an Opportunity
Lithium’s Collapse is Starting to Feel Like an Opportunity
There’s a strange paradox in lithium right now. Prices are up; demand is up…lithium stocks? Decimated!
Own the Rocks, Not the Apps
Own the Rocks, Not the Apps
Sovereign wealth funds, entire governments and the world’s biggest tech companies are all bidding for the same thing
Will a US Stock Market Crash Kill the Commodity Boom?
Will a US Stock Market Crash Kill the Commodity Boom?
The S&P 500 once fell nearly 48% in under two years. Gold, copper and oil still made money. Here is why that matters now.
Why Microsoft is restarting Three Mile Island
Why Microsoft is restarting Three Mile Island
In December 2024, Beijing banned exports of three metals most people have never heard of. The fallout was immediate, brutal — and it was only the beginning of a much bigger scramble.
AI Runs on Rocks
AI Runs on Rocks
Elon Musk revealed Optimus had stopped scaling — not from a software bug, but because he couldn’t get his hands on 3.5 kilograms of raw material. Here’s why that matters to every investor watching the AI boom
Gold Accumulation Begins
Gold Accumulation Begins
The ASX clawed back from a two-week low on Tuesday as investors bought the dip in gold miners. That dip-buying could mark a floor for ASX resource companies.
