China’s Demand for Coal Surges
China’s new coal power station installations just reached an 18-year high. They’re also the number one builder of solar panels. And wind turbines. As the rest of the world craves it, China holds it: ENERGY
James Cooper’s Mining Memo
Different Demand Drivers, Yet Commodities Rise in Packs
The entire commodities complex is trending higher, but the real reason has nothing to do with the headlines you’re reading.
Oil and Gold: Why Both Could Rise for the Remainder of 2026
Oil and Gold have been the opposing asset classes this year, while one’s up, the other is down. But the remainder of 2026 could give rise to something much different.
The Bauxite Opportunity Hidden in a $2.5 Billion Bailout
A $2.5 billion bailout for Rio Tinto’s Tomago aluminium smelter has dominated the headlines — but the real story may be what it reveals about future demand for aluminium’s raw material. The same forces driving copper (renewables, EVs, data centres and grid buildouts) are also lifting aluminium use, and that points straight to bauxite.
Win the Copper. Win the War
History doesn’t repeat exactly, but resource bidding wars have played out three times in the last 125 years, and the pattern each time was strikingly similar.
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?
