A Global Economy Caught in the Gates of Hell
The second-order impacts of the Strait closure; oil and gas are only one consequence
James Cooper’s Mining Memo
The Case for Thinking Differently in a Herd-Mentality Market
Most fund managers can’t beat the market. Here’s why thinking differently — and against the crowd — might just change that.
Real Time Example: Using Fear to Your Advantage
With conflict breaking out in the Middle East, commodity investors may have a chance to find discounted opportunities.
Reactors under construction equal MORE uranium demand
According to the World Nuclear Association, China has around 30 nuclear reactors under various stages of construction. Where will it get the fuel?
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.
