Jul 24, 2026
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6 min read
Looking into some undervalued and underappreciated names in the mining space today, covering Uranium, Gold, and Copper.
Resource Brief
Jul 22, 2026
5 min read
The White House stapled an investment incentive to the tariff wall, and the domestic smelter trade just became one of the cleanest setups in metals.
Jul 20, 2026
Twenty straight months of PBOC buying, dollar reserves shrinking, and the biggest structural bid in a generation is still building.
Jul 17, 2026
Washington is opening federal waters to critical minerals extraction, and the ripples are already moving through the sector.
Jul 15, 2026
The warehouse is emptying faster than the surplus math predicts, and that gap is where the money gets made this quarter.
Jul 13, 2026
Washington is writing checks in Latin America at a pace we haven't seen in decades.
Jul 10, 2026
While everyone stares at gold and copper, zinc is punching toward a four-year high on real supply destruction. Here's how you get positioned before the base-metal crowd catches up.
Jul 8, 2026
The DOE just signed a billion-dollar check to end Russian enrichment reliance, and one US operator holds the only working cascade. The re-rating window is now.
Jul 6, 2026
Q2 earnings, Simandou's first ore, uranium's contracting cycle, and a deep-sea showdown at the UN.
Jul 3, 2026
While China refines 86% of the world's strategic metals, the Anglosphere is quietly building a $18.5 billion counter-alliance. The rebalance is already in motion.
