Keep pulling the thread on S&P Global.
A lack of investor capital going into the natural resources sector to develop new deposits is expected to create a fundamental bull market due to future supply constraints from depletion.
The energy return on energy invested (EROI) for uranium is 100-to-1, and could be as high as 180-to-1 with small modular reactors (SMRs).
Lee Gehring believes that the projected 12 to 13 million ton increase in copper demand from renewable energy by 2035 is radically overestimated and will largely disappear.
The iPulse technology, developed by Robert Friedland at Ivanhoe Mines, has the potential to image hard sulfide deposits up to two kilometers deep, revolutionizing mineral exploration.
Kazatomprom, the world's largest uranium producer, has released guidance indicating it is falling short of previously stated production forecasts.
The global uranium market has been in a primary deficit, where mine supply does not cover reactor demand, for the past couple of years.
Molten salt-based Small Modular Reactors (SMRs) require 90% less steel and 90% less concrete to build compared to traditional high-pressure water reactors.
Meta has an agreement with Oklo to purchase 1.6 gigawatts of power from Small Modular Reactors (SMRs).
Analysis by Gehring and Rosen-Swag suggests shale basins begin to peak and decline after only 30% of their total reserves have been depleted, unlike conventional fields which peak at 50%.
US shale production reached its peak in November 2023 and is now declining year-on-year.
US natural gas production has declined nearly 5% year-on-year.
An estimated 90% of all new global oil and gas demand over the last 15 years has been met by new US shale production.