Archives

Articles • May 11, 2026

Power List: 5 Mining Movers Shaking Supply

The second quarter of 2026 has arrived with a series of geopolitical and economic shifts that have tested the resilience of the global mining supply chain.…

Articles • May 11, 2026

Mining Intelligence: P/NAV & $4.3B Stream

By Salini Krishnan Monday, May 11, 2026 The traditional yardstick for mining valuations is undergoing a structural transformation. For decades, the 1.0x Price-to-Net Asset Value (P/NAV)…

Articles • May 11, 2026

AISC Gold Mining 2026: High-Cost Guide

In the gold mining sector, 2026 has become the year of the "Margin Paradox." While gold prices have touched historic highs, pushing toward the $5,400 mark…

Articles • May 11, 2026

Mining Intelligence: Monday Edition – May 11, 2026

The global mining sector enters the second week of May 2026 grappling with a dual reality: record-shattering commodity prices and a relentless upward pressure on operating…

Articles • May 11, 2026

Supply Chain Rebound: Orano Restarts UF4

The global uranium supply chain took a significant step toward stabilization this week as Orano, the French nuclear fuel cycle specialist, announced the restart of uranium…

Copper • May 10, 2026

Oyu Tolgoi Ramp-Up: The Numbers Behind the

The Oyu Tolgoi copper mine is transforming the global copper market from the heart of Mongolia's South Gobi Desert. For decades, shifting sands and nomadic herders…

Battery Metals • May 10, 2026

Zimbabwe’s Export Ban: Reshaping the Global Lithium Refining Map

Lithium Supply Shock: How Zimbabwe’s Export Ban Could Redraw the Global Market The global lithium market reached a significant turning point on February 25, 2026, when…

Market Intelligence • May 10, 2026

Silver Price Prediction 2026: Why Analysts are

The global silver market has entered a transformative era. As of May 2026, the "white metal" has shed its reputation as gold's volatile sibling, establishing itself…

Market Intelligence • May 10, 2026

Critical Minerals Stocks: 10 things you must

The global race for resource security has fundamentally altered the valuation models for the mining sector. As we move into 2026, the traditional focus on "grade…

Articles • May 9, 2026

Weekly Power List: 5 Mining CEOs Redefining

May 9, 2026 The intersection of artificial intelligence and global energy infrastructure: commonly termed the "AI-energy nexus": has transitioned from a theoretical forecasting model to a…