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.


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.

The Cobalt Conundrum: A Supply Shock that Could Reshape the Battery Economy
This article explores the ripple effects of Congo’s extended cobalt export ban and why it could reshape global supply chains for years to come. With demand accelerating and policy-driven volatility rising, Western governments and companies are now racing to secure ethical, domestic cobalt sources. Featuring expert insights from CMOC and Open Mineral, and a spotlight on U.S. and Canadian production efforts, we reveal how this critical mineral is becoming a new geopolitical fault line in the battery-powered future.

The Energy Squeeze: How AI Is Threatening Global Metal Supply Chains
As AI and data centers compete for cheap power, aluminum and copper smelters in North America and Europe face soaring costs and uncertain futures. Industry leaders warn that smelter closures will tighten metal supply chains and increase dependence on foreign producers, undermining the West’s green transition and industrial security. Without urgent policy shifts and massive renewable buildouts, the clash between digital growth and critical materials production could reshape global trade and threaten thousands of industrial jobs.

Nomi Prins on Gold, Stagflation, and the Coming Global Realignment
Nomi Prins unpacks the dangerous new alliance forming between the public and private sectors—one that could redefine markets, control capital, and permanently distort price signals. This conversation dives deep into the post-pandemic economy, asset bubbles, de-dollarization, and the elite's monetary endgame.

Strategic Guide: Leading Copper Exploration Companies
This guide offers a strategic analysis of leading copper exploration companies, examining their diverse approaches, technological innovations, and market positioning. Discover key players, project developments, and the financial drivers shaping the future of copper supply.