Newsletter

Can a $100 Billion Cold War Site Transformation Solve America’s AI Energy Crisis?
Atomic history is officially getting a high-tech second act in western Kentucky.

Why Aren't Markets Reacting More Aggressively to West Point Gold's 60-Metre Hits?
If you are a retail investor scrolling through junior mining watchlists or discussion forums, you have likely felt the familiar head-scratching frustration of watching a company drop monster drill results only for the stock price to sit completely flat.

What Happens When NVIDIA and Brookfield Pour $10 Billion into South Korea’s AI Grid?
Silicon Valley, Seoul, and global energy markets are locking arms in a landmark infrastructure deal designed to supercharge South Korea’s artificial intelligence capabilities, while quietly sending shockwaves through the nuclear energy sector.

Denison Mines Begins Full-Scale Construction at Athabasca Basin Phoenix Uranium Project
Northern Saskatchewan’s sub-zero reputation is getting an intentional, engineering-led upgrade.

USGS Report Reveals US Federal Lands Hold 600 Years of Coal Supply
Forget searching for spare change under the couch cushions; the federal government just confirmed it is sitting on six centuries worth of electricity generation buried directly underneath public land. A comprehensive assessment released by the United States …

Is Saskatchewan Sitting on North America’s First Commercial Natural Hydrogen Reservoir?
Deep beneath the rolling prairies of Central Butte, Saskatchewan, an invisible energy rush is gaining serious momentum. Drillers at the Lawson 2-24 step-out well didn't just strike gas, they tapped into a continuous 831-meter geological signal that could …

From Colonial Era to Modern ESG: The Investment Thesis Behind Fiji’s Mining Bill
Replacing legislation written when black-and-white television was cutting-edge isn't just a matter of administrative housecleaning.

Mark Carney’s Playing Poker with Power: Everything’s on the Table (Except the Uranium)
When trade storm clouds gather over Ottawa, Canadian prime ministers typically reach for diplomacy, economic spreadsheets, or a quiet briefing.

Seasoning the Deal: Canada’s EDC Issues Letter of Intent for C$150M Stake in Atlas Salt
Salt might be the unsung hero of global industrial commodities, but Canada’s export credit agency is proving it has a very keen appetite for the savory stuff.

US and Saudi Arabia Sign Landmark Civil Nuclear Agreement
Riyadh’s long-standing ambition to trade crude oil for atomic power just took a monumental leap forward, leaving geopoliticians taking notes and nuclear engineers updating their resumes. US Secretary of Energy Chris Wright and Saudi Minister of Energy Prince …
