RCF Mining Market Commentary: Q425
Commodity and Mining Investment Quarterly Update
Commodity Insights
Analyzing the underlying economic drivers and opportunities in mining production and investments
The Paradox of Visibility
How Capital
Floods AI While Starving the Minerals
It Requires
Critical Minerals & Datacenters – Economic Power Barbell
Author Rob Gray contends that as datacenter growth accelerates to power AI and digital infrastructure, securing reliable supplies of critical minerals—particularly constrained tech metals like gallium and tantalum—will be essential to sustaining technological leadership and energy security.
RCF Mining Market Commentary: Q325
Commodity and Mining Investment Quarterly Update
RCF Mining Market Commentary: Q225
Commodity and Mining Investment Quarterly Update
Mining: The Original Real Asset
In a rapidly evolving world facing complex and interconnected challenges, metals are at the heart of energy, defense, and technology policies. They also provide uncorrelated returns from direct investments in mining projects.
Rare Earths 101 Panel Discussion Recap
Read highlights from the May 2025 Rare Earth Panel Discussion. Learn how the geopolitical environment, supply/demand dynamics, and rare earth processing are affecting REE market dynamics.
RCF Mining Market Commentary: Q125
Commodity and Mining Investment Quarterly Update
Commodity Markets are not Homogeneous
Critical Mineral and Mining Exposure Matters