Research cutoff: September 30, 2026. Company announcements and forecasts retain their original dates. Original conceptual illustration; not a photograph of a specific facility or transaction. Copper is an unusually tempting investment story: electricity demand is expanding, grids need upgrading and new mines are difficult to build. That combination makes a structural shortage plausible. It does […]
AI Power Bottleneck: Who Profits When Data Centres Need Electricity?
Research cutoff: September 30, 2026. Company announcements and forecasts retain their original dates. Original conceptual illustration; not a photograph of a specific facility or transaction. AI’s next constraint may sit outside the server room. Buying more processors does not solve a delayed grid connection, an unavailable transformer or a power contract that leaves a project […]
Gold Trading 2026: Inflation, Real Yields and Miner Risk
Gold trading in 2026 has exposed a weakness in one of the market’s most familiar shortcuts: inflation rises, so gold must rise. An energy shock can increase inflation pressure while also pushing investors toward higher interest-rate expectations and a stronger dollar. Those forces can pull the metal in opposite directions. The core problem is that […]
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