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Resource Brief

Resource Brief

Fresh updates on the mining and metals economy.

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Resource Brief

Canada and Australia Just Built A Wall Around Critical Minerals

Jul 3, 2026

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6 min read

Canada and Australia Just Built A Wall Around Critical Minerals

While China refines 86% of the world's strategic metals, the Anglosphere is quietly building a $18.5 billion counter-alliance. The rebalance is already in motion.

Resource Brief

Africa Just Slammed The Export Door On Raw Minerals

Jul 1, 2026

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5 min read

Africa Just Slammed The Export Door On Raw Minerals

Kenya, Namibia and Ghana are forcing local refining. The premium is heading to whoever's already built.

Resource Brief

Lithium Just Flipped Back Into Deficit And Nobody Sent A Memo

Jun 29, 2026

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5 min read

Lithium Just Flipped Back Into Deficit And Nobody Sent A Memo

20 days of inventory left. Lithium's deficit is back and the survivors get the upside.

Resource Brief

Copper's Deficit Just Got Bigger, And UBS Says $14,500 Is Coming

Jun 26, 2026

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5 min read

Copper's Deficit Just Got Bigger, And UBS Says $14,500 Is Coming

The world's most-needed industrial metal is staring at a 520,000-ton shortfall and the smart money already moved targets higher. You're early if you act now.

Resource Brief

The Tariff Wall Just Locked Domestic Metals Into A Premium Trade

Jun 24, 2026

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5 min read

The Tariff Wall Just Locked Domestic Metals Into A Premium Trade

Washington's June 8 tariff reset just turned domestic metal smelters into a structurally protected trade.

Utilities Are Quietly Paying $120 For Uranium, and Spot Has No Clue

Jun 22, 2026

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6 min read

Utilities Are Quietly Paying $120 For Uranium, and Spot Has No Clue

Spot says $86. Utilities are signing at $120. That spread is the whole trade.

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Resource Brief

Fresh updates on the mining and metals economy.

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