Newsletter

Brussels Steps Up Industrial Defense with Multi-Nation Critical Mineral Vault
Europe has finally decided that relying on a single geopolitical rival for the building blocks of its entire modern economy is a bad strategy. For years, Brussels watched with growing anxiety as Beijing casually tightened its grip on global supply lines …
Surge Battery Metals Eyes NASDAQ Uplisting as Insiders Accumulate Shares
It is a well-worn adage on Wall Street that executives sell stock for a dozen different reasons, but they only buy for one: they expect the price to go up.
Inside the Trump-Xi Pact Accelerating U.S. Critical Mineral Dominance
Washington and Beijing just rewrote the rules of the global supply chain, and the mining sector is suddenly sitting on a goldmine, or rather, a neodymium mine.

How NextEra and Dominion’s $66.8 Billion Deal Will Fuel the Artificial Intelligence Revolution
Forget the tech bros fighting over silicon; the real battleground for artificial intelligence dominance is currently playing out across the American utility sector. On Monday, May 18, 2026, NextEra Energy (NYSE: NEE) and Dominion Energy (NYSE: D) announced a …
MAX Power Mining Partners with Moose Jaw to Commercialize Canada's First Subsurface Hydrogen System
Saskatchewan has a long, storied history of feeding the globe with its agriculture and powering it with traditional resources. Now, the prairie province is preparing to extract something entirely invisible from the earth, yet undeniably lucrative: naturally …
Eric Nuttall’s TSX Picks for the Looming Oil Drought: Running on Fumes
The global energy market has been comfortably snoozing behind temporary safety buffers, but the alarm clock is about to ring with a vengeance.
Nouveau Monde Graphite Secures $645M for a New Mine: Quebec’s Graphite Answer to China
The global race for electric vehicle dominance is not just happening on showroom floors; it is being fought deep underground. While China has historically held an iron grip on the world's graphite supply, a non-negotiable ingredient for the lithium-ion …

What Evy Hambro and Jamie Dimon See in the Next Tech Resource Race: The West's Wake-Up Call
Artificial intelligence is devouring the electrical grid, and the world's biggest asset managers have finally realized that clouds are actually made of heavy metal.

The Presidential Portfolio: Wall Street, Washington, and the Ethics of Executive Trading
Timing is everything on Wall Street, but it is an entirely different ballgame when your office comes with the nuclear codes and a global microphone.
Riding the Historic Silver Rally from Macro Trends to Micro Picks
Welcome to the wild west of the 2026 commodities market, where silver has officially stopped asking for permission and started breaking down the door.
