Copper
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Why Gina Rinehart Just Bet US$1 Billion on SpaceX
When Gina Rinehart writes a billion-dollar cheque, investors should pay attention—not because she is always right, but because…
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Critical Minerals Report (06.14.2026): Control is the New Commodity
“I didn’t think I would live long enough to see someone recommend that investors take a hard look…
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Canada’s Critical Minerals Moment in a Fragmenting World
Today, I am in Ottawa speaking about critical minerals. That may sound like a discussion about mining. It…
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Critical Minerals Report (05.24.2026): National Security Moves Downstream
The critical minerals sector spent the past week confronting a reality that many policymakers continue to resist publicly:…
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Critical Minerals Institute (CMI) Summit 5: Critical Minerals and the New Industrial Order
The ballroom at Toronto’s historic National Club felt less like a conventional mining conference and more like a…
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Critical Minerals Report (04.26.2026): CATL Commits $4.4B, U.S. Stockpile Stalls & Canada Eyes Europe in Supply Chain Shift
The critical minerals narrative is no longer defined by scarcity—it is defined by execution. Over the past week,…
