lithium
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The Art of Betting on Maybe: Junior Miners as an Options Trade
After nearly twenty years in the commodity sector, I still get a chuckle when I meet a fresh-faced…
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Critical Minerals and Deficit Financing (aka, subsidies)
Access to natural resources and the capability and capacity to process them to produce energy and to fabricate…
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Technology Metals Report (09.06.2024): Energy Fuels Wins Shareholder Approval for Base Resources Deal and Ara Partners Secures $335 Million Financing for U.S. Permanent Magnet Manufacturing Facility
Welcome to the latest issue of the Technology Metals Report (TMR), brought to you by the Critical Minerals…
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Technology Metals Report (TMR 08.30.2024): U.S. Critical Minerals Price Support Policy, Industry Giants Forge a Chilean Lithium Partnership, and USA Rare Earth’s $870M SPAC Merger
Welcome to the latest issue of the Technology Metals Report (TMR), brought to you by the Critical Minerals…
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The Lobito Corridor: Can the U.S. Seize the Moment and Challenge China in Africa?
“The Lobito Corridor represents a bold and ambitious vision by the US — not just to build a…