Resource Brief
Aug 19, 2026
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7 min read
An aggregates duopoly, a cement giant, and a met coal pure play. Three picks in today's issue.
Aug 17, 2026
Gold plus copper in one ticker, a silver ramp, and the U.S. antimony project.
Aug 14, 2026
Three mining names: West African gold, nuclear power for AI, and the automation layer under mines.
Aug 12, 2026
The three mining stocks on today's list, one aggregates giant, one automation backbone, and one high-grade uranium developer.
Aug 10, 2026
Three mid-cap resource plays sitting outside the miner spotlight are catching the tailwinds everyone else is chasing.
Aug 7, 2026
The tariff hammer, the recycling ban, and a nuclear contracting wave are all lining up behind the same handful of names.
Aug 5, 2026
5 min read
Three nuclear and grid names to look at, plus why the fuel math behind them just changed.
Aug 3, 2026
A Section 232 winner reports Thursday, one royalty stock rides $4,100 gold, and the metals middleman just guided up 80%.
Jul 31, 2026
4 min read
Q2 numbers just landed and the margin gap between what miners are pulling out of the ground and what their stocks reflect is the widest I've seen in years.
Jul 29, 2026
With supply cratering and data centers eating raw metal, three US-listed names are set up before the crowd catches on.
