Market Opinion
-
Google Goes Nuclear: The Unlikely Mineral Powering Kairos’s Hermes 2 and Its 24/7 Carbon-Free Data Center Energy
Google’s pursuit of carbon-free energy for its power-hungry data centers has led the tech giant into an unexpected…
-
The Drive for AI Is the Catalyst for Nuclear Energy Demand – Accept Nuclear or Abandon Green
Over the past year, hyperscale data-center demand has accelerated so violently that even bullish projections are now obsolete.…
-
The Critical Minerals Institute Elevates Steel to Critical Status as CMI’s 2025 Watchlist Expands to 24
Toronto, Canada – August 7, 2025 — The Critical Minerals Institute (CMI) today released an expanded “CMI Critical…
-
Is There a Rare Earth Permanent Magnet Gold Mine?
The global rare earth elements (REE) market today is defined by two divergent forces. On one side is…
-
In Rubidium, Hallgarten + Company Detects a Critical Mineral Poised to Upend a Quiet Monopoly
A year ago, few outside the most arcane corners of materials science could spell rubidium, let alone explain why…
-
Every idea has its time – Crypto Capital is coming for commodities
Timing is everything. Being too early is often the same as being wrong. But now, tokenization and crypto-native…
-
A Sturdy Buckle: An Overview of China’s Belt and Road Initiative and its Global Implications
While the Western World focuses on the disruptive influence of Donald Trump, who just passed his controversial Big…
-
The Rare Earth Reboot: How a DoD Buy-In Sparked a 50 % Rally
It’s not every day that the Pentagon buys into a mining company. Yet this week, in a telling…
