The European Union has been shaken. Geopolitically and economically. Tensions with major gas exporter Russia have stirred the region’s long-term energy security. Higher energy prices and falling productivity have wounded…
Chinese-owned DeepSeek recently sent a shockwave through Wall Street after claiming its artificial intelligence model was made at a fraction of the cost of its United States rivals. The event…
President Donald Trump has long been a supporter of traditional energy. During his campaign, he spoke negatively about electric vehicles, wind and other renewable energy sources. But in his first…
“Stable but underwhelming growth” is what the International Monetary Fund has projected in its World Economic Outlook, released in late October. With wars in Ukraine and on two Israeli borders…
It’s important to understand that the boom phase of a commodity cycle doesn’t kick off overnight. While there have been some green shoots — record gold prices, and copper (briefly) spiking…
The conversation around environmental, social, and governance ESG considerations in mining has grown increasingly sophisticated over the last decade, giving rise to an evolving set of requirements that companies must…
Silicon Valley CEOs can get obsessed with some pretty weird things — colonizing Mars, ultra-ascetic diets, wearing the same outfit every single day, or living forever. But there’s nothing head-scratching…
Global markets have experienced spectacular moves this week, led by Japan’s Nikkei index. It tumbled 12% on Monday, then recovered 11% on Tuesday! Incredible whipsaw action — But that’s not what…
What started out as optimism two years ago when the federal government turned its eye to critical minerals, introducing a strategy, incentives and funding, and pledging faster permitting for mines,…
You might have seen the news: BHP (NYSE: BHP; LSE: BHP; ASX: BHP) has just made its next major copper grab. This time, it’s for the prized Filo del Sol…
Since the July 13 assassination attempt on Donald Trump in Pennsylvania, there’s been a proliferation of ‘Trump Trade’ ideas circulating across the media. Up until last week, a Trump re-election…
Simandou, one of the world’s most significant iron ore developments, may soon challenge Australia’s Pilbara region as the world’s dominant producer of the steelmaking metal. Initially discovered in 1997,…
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