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The 2026 mining cycle isn't a recovery. It's a structural scramble. Most analysts spent the last two years waiting for prices to "normalize." They missed the…
March 12, 2026 marks an inflection point for the global extractive sector. We aren't just looking at price fluctuations anymore; we are witnessing a fundamental reordering…
The polite conversation around energy transition has finally hit a wall of cold, hard physics. For a decade, the narrative was dominated by intermittent renewables and…
The invisible hand of the market is currently being choked by a copper wire. Most analysts spent the last three years talking about the "energy transition"…
Here’s the thing nobody wants to admit: the era of easy copper is dead. We are currently scouring the planet for "tier-one" assets that simply don’t…
SIERRA BLANCA, Texas : USA Rare Earth has entered into a definitive agreement to acquire all outstanding shares of Texas Mineral Resources Corp. (TMRC) for approximately…
The uncomfortable truth that most mining executives won't admit in public is that the industry is running out of time. For a decade, "discipline" was the…
Rare earth processing is the most misunderstood bottleneck in the global energy transition. Here’s the thing nobody wants to admit: Digging these elements out of the…
The energy transition is a mathematical impossibility that nobody in polite company wants to admit. We’ve spent years listening to lofty promises about "net-zero" and "electrification,"…
China controls 48% of global antimony production. They also control 74% of antimony trioxide refining capacity. And in 2024, they decided to weaponize both. Welcome to…
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