The "Lithium Winter" appears to be breaking. Just yesterday, on February 11, 2026, industry bellwether Albemarle Corporation (NYSE: ALB) signaled that the brutal price correction of 2023–2024 has finally stabilized. After a 90% price collapse forced a global recalibration of supply chains, the market is emerging leaner and more strategic.

As the European Union moves toward its goal of net-zero emissions by 2050, the demand for critical raw materials—the building blocks of wind turbines, batteries, and solar panels—is skyrocketing. However, a recent audit by the European Court of Auditors suggests that while the EU has set an ambitious strategic course, the current policy framework rests on "incomplete foundations".

Tudor Gold (TSX.V: TUD) is a precious and base metals exploration company focused on the Treaty Creek Project, located in British Columbia’s Golden Triangle. The project’s primary asset, the Goldstorm Deposit, currently holds a reported Indicated Mineral Resource of 28.9 million ounces of gold, alongside significant amounts of silver and copper.

The global copper market presents a striking contradiction. We possess enough copper to sustain humanity for centuries, yet the industry constantly warns of looming deficits. The answer to this paradox lies in the massive gap between geological abundance and economic availability.

In the current industrial landscape, significant attention is paid to where resources are mined. However, a critical component of the supply chain lies in the processing stage, where raw ores are converted into usable materials.

Beneath the crashing waves of the Pacific and the jagged peaks of the Andes lies a high-pressure conveyor belt that has been running for millions of years. While we often associate tectonic plate boundaries with devastating earthquakes and volcanic eruptions, there is another side to this geological violence: the creation of immense mineral wealth.

As of January 1, 2026, China is implementing export controls that threaten to starve the world’s solar and EV industries. This shift has been notably highlighted by Elon Musk and others. So, in light of these new controls, here is a brief history on China’s centuries-long obsession with silver.

The chart above tracks 65 years of price history, but the most compelling story isn't just the long-term trend, it’s the explosive price action happening right now. After decades of steady accumulation, the "Yellow Metal" has entered a new phase of price discovery, leaving historical resistance levels in the dust. Meanwhil

Sweden has been a mining superpower for over a millennium, fueling everything from Viking expansion to the Great Power era. But as a century of data from the Swedish Geological Survey (SGU) reveals, the industrial footprint of this legacy has completely inverted. The chart above tells the story of a radical transformation. While Sweden’s mining heritage was built on hundreds of small, labor-intensive sites—peaking at over 260 active metal mines during World War I—the modern r

Tungsten (W) is the silent workhorse of the modern world. From deep-earth drilling to orbital mechanics, it is the material engineers turn to when everything else fails. But while the metal itself is unbreakable, its supply chain is not. This graphic visualizes the three "superpowers" of tungsten—and why a massive geopolitical imbalance has sent prices soaring. The Power of Tungsten: 3 Irreplaceable Traits Tungsten's value is anchored in physical extremes that make it non-neg

Chart: Gold Miners 3 years performance While physical gold is a store of value, gold mining stocks are a leveraged bet on the metal itself. When bullion prices rise, miners often outperform the commodity they produce. This graphic visualizes the stock price performance of four of the world's largest gold producers from December 2022 to December 2025 , showing just how explosive that leverage can be. The Leaderboard (2022–2025) As of December 3, 2025, the sector has seen a mas

While long revered as a store of wealth, silver is undergoing a structural shift in its demand fundamentals. As the global economy accelerates toward electrification, Artificial Intelligence (AI), and green energy, silver has emerged as the indispensable backbone of the digital age. According to a new report by the Silver Institute, "Silver, The Next Generation Metal," the metal's superior electrical and thermal conductivity has made it an irreplaceable component in the ra

The 65-year price history of tin is a clear illustration of its dramatic evolution, from a price-fixed industrial commodity to a critical, strategic component at the heart of the global electronics industry.

In 2025, global uranium mine supply is projected to be 176 million pounds, while demand is expected to reach 182 million, resulting in a 6 million-pound deficit. This shortfall is expected to increase significantly over the next 15 years. By 2040, uranium demand is forecast to surge to 397 million pounds, a staggering 118% increase from 2025 levels, while supply is only expected to grow modestly to 201 million, up just 14%. The result: an anticipated deficit of 197 million po

The mining industry is currently facing several operational challenges, including shrinking ore grades, fewer new deposit discoveries, extended project timelines, and hesitant capital markets for new exploration. In response, the industry is increasingly looking toward innovation to secure future mineral supplies. One area receiving significant attention is the reprocessing of mine tailings.

Copper is an essential metal for modern civilization. While often working behind the scenes, it is a fundamental component in everything from household wiring to advanced electronics. An analysis of its production over the last century reveals a compelling story. As the global population has grown, so has the demand for copper. More recently, however, its production trajectory has accelerated, reflecting a growing global need for connectivity, advanced technology, and new for

Global Tungsten Production 2024 As the infographic above clearly illustrates, the global tungsten supply chain is one of the most concentrated in the world. Based on 2024 data from the U.S. Geological Survey, a single country—China—dominates the market, accounting for a staggering 83% of all global mine production . This dominance places tungsten firmly on the critical minerals list for the United States, the EU, and other major economies. But what makes this metal so vital,

Silver's industrial utility is finally colliding with its physical scarcity. While silver prices have recently surged, hitting a new all-time high, that excitement is merely a reflection of a fundamental market shift. This analysis, based on data from the World Silver Survey 2025 (The Silver Institute), examines how the global silver market has fundamentally inverted, moving from a period of comfortable surplus to one defined by chronic structural deficits.

Gold and silver are foundational precious metals, yet their market performance has not always been identical. An analysis of their price history reveals periods of both parallel growth and significant divergence.

Gold reached a new milestone on October 8, 2025, trading above $4,000 per ounce for the first time. This new price level is drawing significant attention to the gold market and the producers who supply it.