📌 Key Takeaways
The MSCI Metals & Mining Index has surged nearly 90% since early 2025, outperforming tech and financial sectors amid rising metals demand.
AI...
📌 Key Takeaways
Market Reset: The January 2026 silver "crash" from $121/oz to the $75–$80 range has flushed out speculative froth, restoring a valuation floor...
📌 Key Takeaways
The US plans to introduce coordinated price floors for critical minerals as part of a new trade bloc strategy.
Reference prices would act...
📌 Key Takeaways
BloombergNEF projects $2.9 trillion per year in energy transition investment over 2026–2030, up ~25% from 2025.
Global energy transition investment hit a record...
📌 Volney drill program assays expected soon
Lion Rock drilled 15 holes in its inaugural drill program at the Volney high-grade gold-lithium-tin project in the...
📌 Key Takeaways
Chinese lending across Africa has fallen to its lowest level in nearly two decades, tightening capital for mining and infrastructure projects.
Beijing’s retreat...
📌 Key Takeaways
Japan’s largest nuclear plant is moving toward restart after regulators cleared final safety hurdles, a decade after Fukushima.
Kashiwazaki-Kariwa alone could supply 7%...
📌 Key Takeaways
US data centers are becoming one of the fastest-growing sources of electricity demand, driven by AI and cloud computing.
Donald Trump wants tech...
