According to the World Nuclear Association, China has around 30 nuclear reactors under various stages of construction. Where will it get the fuel?
James Cooper’s Mining Memo
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?
Weaponising Energy: The Next Phase of Trade Oppression
James Cooper revisits the opportunity in uranium; according to James, it’s an opportunity that goes beyond its speculative connection with AI-buildouts.
HPA: The Commodity that No One Understood
The obscure, ultra-refined mineral quietly powering semiconductors, EV batteries, defence technology, and LEDs — and largely ignored by mainstream investors.
Big Tech Pivots to Minerals
James Cooper explains how America’s scramble for mineral independence is creating lucrative opportunities in junior mining stocks.
Weaponising Energy: What Happens When Buyers Lose Their Leverage
Europe and China are abandoning energy diversification for single-supplier dependence, creating unprecedented vulnerabilities that could reshape global economics and geopolitics.
