Coverage, commentary & market visibility across the global mining sector



Uranium and Energy Metals

  • IsoEnergy Closes Deal Forming DISA Uranium Corporation

    IsoEnergy Closes Deal Forming DISA Uranium Corporation

    IsoEnergy Ltd. (NYSE American: ISOU; TSX: ISO) reported on August 19, 2026 that it has closed its previously announced transaction with DISA Technologies, Inc. to form DISA Uranium Corporation, a new, privately held U.S. uranium company. IsoEnergy contributed its Utah portfolio of permitted, past-producing conventional uranium mines, the Tony M, Daneros, and Rim mines, along…

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  • What Are Small Modular Reactors and Why Do They Matter for Uranium?

    What Are Small Modular Reactors and Why Do They Matter for Uranium?

    As covered in our earlier uranium explainer, global uranium demand is projected to rise sharply through 2040, driven substantially by a new and unexpected source: the electricity needs of AI data centers. A significant part of that story involves a specific nuclear technology — small modular reactors, or SMRs — that major technology companies are…

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  • Viceroy and Blue Moon Metals Clash Over Norwegian Copper Project

    Viceroy and Blue Moon Metals Clash Over Norwegian Copper Project

    Blue Moon Metals Inc. (TSXV: MOON; NASDAQ: BMM) shares fell after short-selling firm Viceroy Research published a critical report on the company on August 12, 2026, and the company issued a detailed rebuttal the following day. The dispute centers on Blue Moon’s flagship Nussir copper-gold-silver project in northern Norway, along with the value of a…

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  • Red Metal Signs Royalty Lease on Irene-Margarita Concessions

    Red Metal Signs Royalty Lease on Irene-Margarita Concessions

    Red Metal Resources Ltd. (CSE: RMES; OTCPINK: RMESF; FSE: I660) reported on August 12, 2026 that its Chilean subsidiary, Minera Polymet SpA, has signed a renewable five-year lease with CMS Catalina, a local small-scale mining company based in Vallenar, Chile, covering the company’s Irene and Margarita copper-gold concessions. Under the arrangement, CMS Catalina will handle…

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  • What is Zinc Used For and Where is it Mined?

    What is Zinc Used For and Where is it Mined?

    Zinc rarely generates the same headlines as gold, copper, or lithium, but it is the world’s fourth most widely consumed base metal, quietly underpinning global construction and infrastructure through a single dominant application: protecting steel from rust. Understanding zinc’s supply and demand picture rounds out a complete view of the base metals landscape covered elsewhere…

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  • US Copper Price Hits Fresh Record as Tariff Stockpiling Tightens Supply

    US Copper Price Hits Fresh Record as Tariff Stockpiling Tightens Supply

    The US copper price climbed to a fresh record Wednesday as tariff uncertainty continued to pull metal into domestic warehouses while inventories declined in other major markets. Copper for September delivery touched $6.7045 per pound, equivalent to $14,781 per tonne, on the Comex. The contract surpassed its previous intraday high of $6.69 per pound, highlighting…

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  • American Uranium Lifts Indicated Resources 72% at Lo Herma

    American Uranium Lifts Indicated Resources 72% at Lo Herma

    American Uranium Limited (ASX: AMU, OTCQB: AMUIF) has released an updated resource estimate for its flagship Lo Herma project in Wyoming’s Powder River Basin, reporting a 16% increase in total resources to 9.96 million pounds of U3O8, the tradeable form of uranium oxide used to gauge project size in the industry. According to a press…

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  • What is Cobalt Used For and Where Does it Come From?

    What is Cobalt Used For and Where Does it Come From?

    Cobalt is one of the most geographically concentrated commodities in the entire mining sector — a single country, the Democratic Republic of Congo, produces more than 70% of the world’s supply, giving Kinshasa a degree of market power over cobalt comparable to what OPEC has historically held over oil. Recent DRC policy decisions have sent…

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  • What is Nickel Used For and Why Does it Matter?

    What is Nickel Used For and Why Does it Matter?

    Nickel occupies an unusual position among industrial metals: it is simultaneously an old-economy commodity essential to stainless steel — a market that has existed for over a century — and a new-economy battery metal central to the electric vehicle transition. That dual identity, combined with the extraordinary rise of a single country, Indonesia, to dominate…

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  • What Drives Copper Prices and Why It Matters for the Global Economy

    What Drives Copper Prices and Why It Matters for the Global Economy

    Traders and economists have nicknamed copper “Dr. Copper” for a reason — its price has historically tracked global economic activity with remarkable accuracy, since the metal is embedded in nearly every sector of the modern economy from construction and power grids to electronics and vehicles. In early 2026, copper hit fresh record highs above $14,000…

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