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Ideas, knowledge, and trends in the mining investment environment
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RCF Mining Market Commentary: Q425
Commodity and Mining Investment Quarterly Update
Rob Gray
Feb 19, 2026
The Paradox of Visibility
How Capital Floods AI While Starving the Minerals It Requires
Feb 3, 2026
Critical Minerals & Datacenters - Economic Power Barbell
Author Rob Gray contends that as datacenter growth accelerates to power AI and digital infrastructure,...
Rob Gray
Jan 9, 2026
RCF Mining Market Commentary: Q325
Commodity and Mining Investment Quarterly Update
Rob Gray
Oct 31, 2025
Mining Investment: A Guide to Understanding Valuations
Success in mining investment selection requires an appreciation of the unique factors that determine the...
Benjamin Stull
Sep 18, 2025
RCF Mining Market Commentary: Q225
Commodity and Mining Investment Quarterly Update
Rob Gray
Aug 5, 2025
Mining: The Original Real Asset
In a rapidly evolving world facing complex and interconnected challenges, metals are at the heart...
Jul 23, 2025
Rare Earths 101 Panel Discussion Recap
Read highlights from the May 2025 Rare Earth Panel Discussion. Learn how the geopolitical environment,...
May 29, 2025
RCF Mining Market Commentary: Q125
Commodity and Mining Investment Quarterly Update
Rob Gray
May 27, 2025