RCF Mining Market Commentary: Q226
Commodity and Mining Investment Quarterly Update
Commodity Insights
Analyzing the underlying economic drivers and opportunities in mining production and investments
Metal & Mining Gigacycle: Parsing Metal Demand at the Source
AI Datacenters Are Splitting Critical Metals Demand into Two Distinct Investment Cases
RCF Mining Market Commentary: Q126
Commodity and Mining Investment Quarterly Update
RCF Mining Market Commentary: Q425
Commodity and Mining Investment Quarterly Update
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.