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Ten new Camecos: why nuclear reactor boom needs ten Cameco‑sized producers
Global uranium demand for nuclear reactors is expected to climb from 68,000 tonnes in 2025 to: To fill the projected gap from 68,000 to 150,000 tU
Calling Canada’s next gold company take-outs
“Blue Horseshoe likes AMEX” This bull run has us thinking. It’s time for mid tier and big tier to gold companies to start buying stuff!!!!
How Tokenization Is Changing Commodity Valuation Models
Tokenization is reshaping conversations about access, liquidity and transparency in the commodity markets. In a previous article, I explored why this shift matters strategically, who should
China’s titanium dominance: vertical supply chain, cost edge, and global ripple effects
China controls a vertically integrated titanium empire – from ore mines and TiO₂ pigment plants to sponge and aerospace alloy production – giving it unprecedented
Palladium’s comeback: EV slowdown puts the metal into a higher gear
The price of palladium hit near US$1,500 in October 2025, up more than 50% in 2025, the highest since April 2023 — almost mirroring the soaring
Can America’s “Warp Speed 2.0″ break China’s grip on Rare Earths?
US Treasury Scott Bessent has pledged to break China’s stranglehold over global rare earth supply with the equivalent of an “Operation Warp Speed.” “We are
