Mining investing rules from Simon Catt: size positions at 0.5-5%, dodge margin and plan exits, tested on Hycroft and First ...
The thermal coal price outlook stays firm with Newcastle near US$143/t, but Indonesia's quota squeeze and drought may ease.
Engie's Hazelwood battery expansion reaches financial close, lifting the site to 450 MWh. But NEM battery revenue fell 38%.
The Bouri gas recovery project will turn 700 million scm a year of flared gas into Libyan power fuel. See why little will ...
Copper demand from data centres faces scrutiny as its LME Week vote fell from 75% to 50%. See what US tariffs and stockpiling ...
Mining permitting doesn't end with approval. See how Springpole's US$1.104B build and Casino's stalled review show where the ...
Mozambique gas revenue: 3,071.6m meticais earmarked for 2027, yet execution is slipping. See which projects are funded and ...
The hard assets rotation thesis rests on a 13.1% vs 37.5% sector gap. See which parts of McDonald's call the data backs and ...
Amazon, AEP and X-energy are studying 12 Xe-100 reactors at a retired Indiana coal site. See the costs, fuel risks and ...
An all-weather portfolio must survive gold 27% off its high while copper hits records. See how to size hedges, gold leases ...
Illegal gold mining Colombia is surging: 75% of alluvial land is unauthorised as gold nears US$4,586/oz. See the risk for ...
Oman allows 100% foreign ownership, a 5% minimum royalty and 15% tax, but mining is just 0.5% of GDP. See the risks and terms ...