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Resource Brief

Resource Brief

Fresh updates on the mining and metals economy.

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Resource Brief

A Left-For-Dead Lithium Flagship Lands On The Buy List

Nov 11, 2026

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7 min read

A Left-For-Dead Lithium Flagship Lands On The Buy List

A crushed lithium leader, a copper miner building in Arizona, and a 53-year dividend raiser.

Resource Brief

Copper Scale, Silver Cash Flow And Spot-Priced Uranium

Nov 9, 2026

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6 min read

Copper Scale, Silver Cash Flow And Spot-Priced Uranium

BHP's potash leg nears start-up, Pan American's cash machine, and UEC's unhedged utility deals.

Resource Brief

Crushed Rock, Coal Cash And A Monday Print

Nov 6, 2026

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6 min read

Crushed Rock, Coal Cash And A Monday Print

A record quarry quarter, a coal payout covered 1.76x, and an equipment maker reporting Monday.

Resource Brief

The Copper Toll Booth On Every AI Data Center Build

Nov 4, 2026

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6 min read

The Copper Toll Booth On Every AI Data Center Build

Switchgear, liquid cooling and natural gas: the suppliers AI data centers can't build without.

Resource Brief

The Tariff Edge Only US Smelters Get

Nov 2, 2026

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6 min read

The Tariff Edge Only US Smelters Get

A US smelter's tariff edge, a gold miner's expansion, and mining's machinery suppliers.

Resource Brief

The Reactor Pump Maker Down A Third Since July

Oct 30, 2026

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7 min read

The Reactor Pump Maker Down A Third Since July

An AP1000 pump maker, a five-reactor utility, and a uranium mine already under construction.

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Resource Brief

Fresh updates on the mining and metals economy.

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