Mining
From gold and copper to lithium and rare earths, the materials mined from the earth fuel nearly every sector of the global economy. Tracking discoveries, geopolitical shifts, and commodity trends is essential to understanding the future of global industry and resource investment.


The West Rises: How North America and Australia Sparked the Silver Revival
Fueled by innovative miners, strategic acquisitions, and booming industrial demand, Western silver output soared last year, led by Canada’s 33% jump. Meanwhile, Chile’s 17% drop exposed the vulnerabilities of a sector under pressure from climate challenges and costly project delays.

Lithium Isn’t Dead - it’s More Alive Than Ever
With CATL’s mine closure tightening global supply, lithium’s long-term demand story is back in focus. North America’s rising production could shape the industry’s next boom cycle.

Golden Alchemy: Switzerland’s Refining Legacy & the Tariff Shock
This article explores Switzerland’s dominance in gold refining, the sudden U.S. tariff shock, and how BRICS nations and alternative hubs could reshape the future of the global gold trade.

Copper’s Tariff Shock: What the Market Plunge Really Means for Investors
Let's unpack the historic plunge, the policy twist behind it, and why copper remains one of the most strategic and contested resources for the decades ahead.

Titanium: The Strategic Metal That Powers Empires
With production concentrated in a handful of countries and demand rising from aerospace to EVs, titanium’s role as a critical mineral has never been more vital. For investors, the story is clear: titanium isn’t just an industrial metal, it’s a pillar of future security and innovation.

Global Battle Ignites for Cobalt and Sound Money
From cobalt’s chokehold on the EV supply chain to the unstoppable rise of structural inflation, this article unpacks the hidden forces reshaping global markets—and why investors are turning to gold, Bitcoin, and hard assets for protection.

Rare Earths, Rare Power: The Global Race for the World’s Most Strategic Resource
The global race for rare earths is intensifying. China, long the dominant supplier, has reopened the export taps — but geopolitical pressure, smuggling, and insurgent-backed mining in Myanmar are complicating the picture. With rare earths vital to everything from EVs to defense systems, Western governments and corporations are scrambling to secure independent supply chains. From Apple’s $500M deal with MP Materials to China’s covert stockpiling, this is no longer just about trade — it’s about global leverage.

Silver’s Second Shot: Will the Ancient Metal Finally Break Its 1980 $50 High?
Silver is surging toward $38 an ounce, but still hasn’t broken its 1980 high of $50. From ancient currency to clean energy metal, we explore silver’s historic role, industrial comeback, and what may lie ahead.

The Calm Before the Gold Storm: Why the Juniors Haven’t Run—Yet
Junior gold stocks have underperformed despite rising gold prices and strong free cash flows from majors. In this interview, macro strategist Nomi Prins explains why that could change in the second half of 2025.

The Last Domino: Why the Gold Juniors Could Explode as Debt and Rates Collide
As the U.S. fiscal machine creaks under the weight of $37 trillion in debt, the Fed is inching toward its next pivot—and gold is responding. This post explores why macro strategist Nomi Prins believes junior gold miners could be the breakout trade of the next cycle.