Uranium

U.S. Accelerates Nuclear Push: Reactor Pilot Program Set to Impact Uranium Markets

The Department of Energy (DOE) has approved 11 companies in its Nuclear Reactor Pilot Program. The goal: deliver at least three advanced reactor test...

Peter Thiel-Backed General Matter Bets $1.5B on Uranium Enrichment Return to America

A $1.5 billion investment from General Matter—a privately funded uranium enrichment company backed by Peter Thiel’s Founders Fund— has announced the construction of the...

Trump Signs Nuclear Executive Order to Secure Uranium Supply and Reinvigorate US Nuclear Industrial Base

US President Trump’s latest, sweeping executive order wants to “reinvigorate the Nuclear Industrial Base,” sending uranium prices to multi-year highs. As of June 2025,...

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Diesel Squeeze Raises Stakes for Australian Mining

US diesel prices have hit a record US$6.51 a gallon, lawmakers are proposing export restrictions, and Australia has reported...

Copper Backwardation Tops US$500 as LME Supply Tightens

Copper advanced toward a record as competition for immediately available metal pushed a key London spread to its most...

Zinc Prices Rise as China Smelter Cuts Deepen Supply Squeeze

Zinc prices are being driven higher by a supply squeeze that has flipped the market from expected surplus to...

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Copper Backwardation Tops US$500 as LME Supply Tightens

Copper advanced toward a record as competition for immediately...

Freeport halts Grasberg operations after mud rush, declares force majeure. Copper surges.

📌 Key Takeaways Freeport has declared force majeure at Grasberg...

Beijing Signals Pause on Rare Earth Export Restrictions After US Talks

📌 Key Takeaways U.S. officials now expect People’s Republic of...