Finance
Not yet: CRML's >99% result is dissolution, not separation, and silica, niobium and hafnium, not heavy rare earths, carry its $2.2B refinery model.
Industry
ELYSIS proved inert-anode smelting at 450 kA in 2025. Whether Rio Tinto's 2027 Arvida plant follows is the harder question.
Minerals
UAMY holds a $245M DLA contract and zero recognized revenue from it. Inside the antimony price collapse, feedstock gap, and 2030 scenarios.
Finance
Why gold miners can outperform, or underperform, gold as operating leverage, commodity beta, and margin elasticity amplify metal-price moves.
Magnets
U.S. magnet capacity announcements top 40,000 tonnes, but domestic dysprosium output is still measured in kilograms. Where the chain actually breaks.
Minerals
Analysis of Kazakhstan's 2M-tonne WO₃ reserves, new mines, and their effect on global tungsten supply amid China's export curbs.
Minerals
Gentung–Browns Lake offers investors a strategic U.S. tungsten restart tied to defense demand, but permitting and technical gaps remain.
Industry
Mongolia's mining-driven economy faces a pivotal shift as fintech and digital infrastructure accelerate. Analysis of Oyu Tolgoi, 5G rollout, and geopolitical strategy.
Minerals
South Africa mines 71% of the world's platinum, a market now in record deficit. We map the supply chain, its risks, and the demand transition.
Lunar
With lunar cargo near $100,000/kg, every gram of regolith-made iron or silicon counts. Here's what the cathode produces, and in what order.
Lunar
Electrochemical extraction of aluminum from anorthite and lunar regolith achieves 96% oxygen yield, far exceeding hydrochloric acid leaching.
Lunar
Artemis II flew April 2026. The first crewed landing slips to 2028. ISRU is TRL 4. Ice abundance is unconfirmed. China targets 2030.