A $10,000 investment in BHP shares made in September 2021 is worth roughly $21,151 today, once capital gains and fully ...

The US SPR has hit a 44-year low, with only ~200M barrels accessible. At WTI near $101, it can no longer cap oil price shocks ...

KGL Resources' Jervois copper project is fully funded at A$300M equity + US$300M Wheaton deal. Now execution risk takes ...

The world’s six largest iron ore producers dug 11.1 billion tonnes of saleable reserves out of the ground between 2016 and ...

Saudi Aramco pipeline attack has knocked 7M bpd offline, stripping 3 European refiners of October crude. Johan Sverdrup hits ...

Canada mining investment hit C$500B in summit pledges, but C$325B is bank debt. Decode the Mega Deduction, Filon's 3-project ...

Mineros S.A. growth pipeline trades on US$3,150/oz gold vs ~US$4,380 spot — turning Porvenir's US$460M NPV5 and 37.9% IRR ...

Glint gold payments liquidate allocated bullion at every swipe. 159K users, a 0.9% spread, IRS capital-gains risk, and no ...

European renewable energy investment is fracturing. With 191bps spreads and LCOE up 80%, Orsted and Repsol have slashed ...

Redpath Africa strategy: from three-phase turnaround to Tier 1 mine bids. The H1 2027 Sandsloot decision is the real scale test.

Here is a puzzle worth solving. A gold producer posts record half-year revenue, sits on net cash, and runs an active buyback program, yet trades at 0.49x its net asset value while the highest-valued ...

The Lithium Triangle holds roughly 64 million tonnes of identified lithium resources between Argentina, Bolivia, and Chile. Copper project pipelines in Chile and Peru together exceed US$130 billion in ...