Gold, silver, copper, oil, rare earths, uranium, lithium, and iron ore - our commodities coverage examines the supply constraints, geopolitical forces, and electrification trends reshaping resource markets. Essential reading for investors positioning around the energy transition and industrial demand supercycle.
The IEA calls it the largest oil supply disruption in history. Here is what that means for prices, inflation, and your investments - and where the market goes from here.
Read moreAnalysis of silver price volatility examining 37.5% correction from $121 highs, industrial demand drivers, central bank policy impacts, and investment strategy frameworks.
Read moreDecomposing copper's rally into fundamental vs speculative components. Goldman Sachs correction thesis, exchange inventory analysis, and the $25B capex gap that defines the decade ahead.
Read moreAnalysis of gold and silver price dynamics during Federal Reserve crisis conditions, examining technical levels, expert forecasts, and precious metals market structure through 2026.
Read moreEquinor trades at 8.8x forward P/E while yielding ~8%, growing production 7% YoY, and sitting at the intersection of Europe's tightening gas market and a potential oil repricing. Entry $23.50–$25.5...
Read moreVale trades near multi-year lows while generating a ~14% FCF yield, having quietly fixed its cost problem, and sitting on a dividend trigger. Entry $12–$14. Target $17–$22.
Read moreZIM deep dive: Q3 2025 earnings, $3B liquidity, Suez Canal reopening catalyst, MBO potential, US-China trade deal, and a modernised LNG fleet pointing to $23–$25 over 3–6 months.
Read moreDeep analysis of copper's structural supply deficit through 2029 - mine disruptions, electrification demand, M&A consolidation, and why the supply gap may be wider than markets expect.
Read moreExxon Mobil trades at a historically low P/Cash multiple with a cold-winter natural gas catalyst, Guyana production ramp, and Golden Pass LNG on the horizon. Entry zone $110–$115. Target $140–$160.
Read moreLearn how energy resources drive geopolitical decisions and create investment opportunities
Read moreGeneration Mining deep dive: 100% permitted, 28% IRR feasibility study, C$1.07B after-tax NPV, Wheaton precious metals stream secured, senior debt mandates in place - yet trading at 90%+ discount t...
Read moreAmerica's grid is the most underappreciated investment story of the decade. The physical infrastructure that makes AI possible is under pressure it was never designed to handle.
Read moreUEC is the only US uranium operator with permitted ISR assets ready to go, 1.36M lbs physical inventory, zero debt, Q2 revenue $49.8M at $82.92/lb, and a country desperate to change its 95% uranium...
Read moreChina controls 70% of rare earth mining and 90% of processing. The US imported 77% from China in 2024. Full breakdown of what rare earths are, where they're used, China's new export restrictions, a...
Read moreTrump's 25% steel and aluminum tariffs take effect in March 2025 with a 50% hike to follow in June. Full import data, domestic production numbers, and investor analysis.
Read moreEQT completed the Equitrans acquisition, cut its breakeven to $2.03/Mcfe, and is on track for $2.6B in free cash flow. Entry $44-$47. Target $52-$68.
Read moreComprehensive analysis of the world's leading gold producers by market cap, production volume, and investment potential in 2025.
Read moreWith gold near record highs and analyst consensus pointing to 32% upside, Fortuna Mining trades at just 7.66× forward earnings. We analyse the Séguéla mine, multi-mine portfolio, balance sheet, and...
Read moreSQM trades near multi-year lows as lithium prices crash 87% from peak. But at $5K/MT cash cost, record volumes, and a Codelco JV securing operations to 2060, the market is pricing in far too much p...
Read moreEnergy Transfer deep dive: Q2 2024 adjusted EBITDA +20.5% YoY, WTG Midstream closed, triple investment-grade credit, 1.86x distribution coverage, 8%+ yield, and 20% EV/EBITDA discount to sector pee...
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