Copper Demand Soars: Is a Price Surge Coming?

05/12/2023

The article below is an excerpt from our Q4 2022 commentary.

Codelco Production Slump Shows Copper’s ‘Tremendous Challenge’~Bloomberg 1/24/2023

 

Copper demand remains strong. According to the..

Nuclear Fusion? Not so Fast

05/05/2023

The article below is an excerpt from our Q4 2022 commentary.On December 13th, 2022, the U.S. Department of Energy (DOE) announced a nuclear fusion breakthrough. For the first time in history,..

Why Nuclear Power is a Solution to Our Energy Needs

09/09/2022

The article below is an excerpt from our Q2 2022 commentary. The pendulum continued to swing in favor of nuclear power during Q2. The Russian invasion of Ukraine has put national energy security..

Russia and the Uranium Fuel Cycle

07/21/2022

The article below is an excerpt from our Q1 2022 commentary. Uranium prices surged during Q1. Spot uranium advanced 26% from $42 to $53 per pound while the quoted term price rose 19% from $42 to $50..

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