Newsletter
Exposed: The U.S. Report Revealing China’s Covert Manipulation of Critical Minerals Prices
The U.S. House of Representatives has accused China of deliberately manipulating global critical minerals markets to expand its industrial dominance and geopolitical leverage. The allegations, laid out in a 50-page bipartisan report by the U.S. House Select …
CEO Ian Edwards Declares Nuclear Supercycle, Sending AtkinsRéalis Soaring
Momentum is once again shifting in favor of nuclear energy and no company feels the tailwind more than AtkinsRéalis Group. The Montreal headquartered engineering giant saw its stock climb sharply after CEO Ian Edwards openly embraced what he called a global …
TD’s Oil Picks Are Ready to Flow, If Carney Opens the Valves
As Canada’s oil sector holds its breath for Prime Minister Mark Carney’s upcoming list of “major projects,” analysts at TD Securities are already placing their bets on which energy players stand to gain. With the announcement set for Thursday in Prince Rupert, …
Michael Burry’s “Byte-Sized” Warning to the AI Bulls
The world has seen its share of speculative frenzies. From the dot-com boom to the crypto craze, investors have always been drawn to the promise of endless growth. Now, artificial intelligence has become the latest obsession, and Nvidia Corp. (NASDAQ: NVDA) …
Beijing’s New Export System Tightens the Grip on U.S. Defense Supply Chains
In a geopolitical chess move that's as strategic as it is sly, China is devising a new export control system for rare-earth magnets and related materials, designed to loosen the spigot for civilian companies while firmly shutting it off for those linked to the …
U.S. Shutdown Progress Sends Gold Above $4,000 Again
Gold’s rally reignited on Monday as Washington inched closer to ending the longest government shutdown in American history, sparking renewed optimism and uncertainty all at once. With bullion climbing as much as 2.1% to around $4,080 an ounce, investors are …
China Opens the Critical Mineral Tap, but Keeps Its Hand Firmly on the Valve
In a move as calculated as it is timely, China has suspended its nearly year-long export ban on gallium, germanium, and antimony to the United States, offering a one-year breathing room until November 27, 2026, in what appears to be a coordinated de-escalation …
Private Equity Smells Dough: TriArtisan’s Papa John’s Power Move
Papa John’s International Inc. is once again at the center of the private equity world’s radar. Reports indicate that TriArtisan Capital Advisors is leading a consortium in advanced talks to acquire the pizza chain in an all-cash deal valued at approximately …
Sweden’s Parliament Just Turned the Energy Dial to Nuclear
Sweden has taken a decisive leap into a new era of energy strategy with the Riksdag voting in favour of lifting the nation’s long standing ban on uranium mining. The legislative changes, set to take effect on 1 January, mark the end of a seven year prohibition …
Trump Adds Copper and Met Coal to America’s Critical Minerals Arsenal
The United States marked a major shift in its resource strategy this week as the Trump administration officially expanded the nation’s critical minerals list to include copper and metallurgical coal. Presented as an essential step toward strengthening national …