Metals research desk · evidence before narrative
Follow the material. Check the assumptions.
Dated metals research on supply, demand, projects, and the claims between them.
Educational market research—not investment advice. Prices, balances, projects, policies, and scenarios change; check the date, source, and exact instrument before acting.
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A Mining Feasibility Study Has an Expiration Problem
A source-linked guide to a mining feasibility study has an expiration problem.
The Critical-Mineral Bottleneck May Be the Refinery, Not the Mine
A source-linked guide to the critical-mineral bottleneck may be the refinery, not the mine.
A Critical-Minerals Map Is Not a Mine
A deposit can sit in the right commodity, country, and policy moment and still fail at metallurgy, infrastructure, permitting, or financing.
The Uranium Supply Gap Is Not One Number
Uranium headlines often mix mine output, reactor requirements, inventories, enrichment, and future resources into one dramatic shortage claim.
Copper Is Now ‘Critical.’ What That Label Actually Changes
Copper’s addition to the U.S. critical-minerals list is politically important, but it does not turn every copper project into an economic mine.
Critical Minerals in 2026: Read the Supply Chain, Not Just the Headline
The IEA's 2026 outlook shows why copper, battery materials, processing capacity, trade restrictions, and project execution must be analysed together.
Uranium in 2026: Demand, Fuel-Cycle Constraints, and Risk
A source-led 2026 uranium-market explainer covering reactor requirements, mining, conversion, enrichment, contracting, project lead times, and data limits.
Critical Minerals in 2026: How to Measure Supply Risk
A source-led guide to critical-mineral supply risk in 2026, including concentration, substitution, by-product dependence, trade controls, and project uncertainty.
Gold vs. Silver in 2026: Different Markets, Different Risks
A neutral comparison of gold and silver markets, demand, supply, volatility, product structure, and data limits without prescribing a portfolio allocation.
Copper in 2026: Demand Scenarios, Project Supply, and Data Limits
A source-led guide to copper in 2026 that replaces unsupported deficit claims with dated IEA scenarios, USGS data, and a project-level research method.
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