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Articles
Friday, May 26, 2023 by Mr Schmid|Comment closed
within category BHP Billiton,BHP,Uranium,Diversified Mining
BHP's Olympic Dam mine in Australia is one of the largest uranium deposits in the world. While copper is the primary resource mined at Olympic Dam, the deposit also hosts uranium, gold and silver.
Currently, BHP is looking for new opportunities to add additional mining facilities. One area of inte…
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Friday, May 26, 2023 by Mr Schmid|Comment closed
within category Cameco,CCO,Uranium,Diversified Mining
Based in Saskatoon, Saskatchewan, Cameco is one of the world’s largest publicly traded uranium companies. In 2017, the company produced 9,155 tons U, occupying a share of 15% in the world’s uranium production.
The company claims that its tier-one operations in Canada and Kazakhstan have the licens…
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Friday, May 26, 2023 by Mr Schmid|Comment closed
within category Nexgen Energy,NXE,Specialty Mining & Metals,Uranium
Uranium exploration and development company NexGen Energy is focused on projects in Canada's Athabasca Basin. Its main property is Rook I, which hosts a number of discoveries, including Arrow and South Arrow. NexGen also holds a 51 percent interest in exploration-stage company IsoEnergy.
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Friday, May 26, 2023 by Mr Schmid|Comment closed
within category Uranium Energy,UEC,Uranium,Diversified Mining
Uranium Energy has two production-ready, in-situ recovery (ISR) hub-and-spoke platforms in South Texas and Wyoming that include fully licensed and operational processing capacity at the Hobson and Irigaray plants. The company also has seven US-based ISR uranium projects, with all of their major per…
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Friday, May 26, 2023 by Mr Schmid|Comment closed
within category Energy Fuels,EFR,Uranium,Diversified Mining
The largest producer of uranium in the US, Energy Fuels provides major nuclear power plants with uranium from its White Mesa mill in Utah, the country's only conventional uranium mill. The mill has a licensed capacity of over 8 million pounds of Uranium 308 per year.
Energy Fuels is the only urani…
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Friday, May 26, 2023 by Mr Schmid|Comment closed
within category Orano,Uranium,Specialty Mining & Metals
Previously known under the name of Areva, the company is headquartered close to Paris / France. T he company is one of the top uranium producing companies in the world. The company produced 8’000 tons, or about 13% of the world’s uranium production.
Orano’s mining activities involve production and…
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Friday, May 26, 2023 by Mr Schmid|Comment closed
within category Uranium One,Uranium,Specialty Mining & Metals
A wholly owned subsidiary of the Russian state-owned nuclear corporation Rosatom, Uranium One is a Canadian uranium mining company with headquarters in Toronto, Ontario. The company produces about 5’100 tons, or about 8% of the world’s uranium production.
The company is responsible for Rosatom’s u…
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Friday, May 26, 2023 by Mr Schmid|Comment closed
within category Kazatomprom,Uranium,Specialty Mining & Metals
Headquartered in Astana, Kazakhstan, Kazatomprom is the world’s largest producer of uranium, its annual production reaches about 12’500 tons, or about 20% of the global uranium production.
The company claims to have the largest reserve base in the industry, with attributable uranium reserves of 30…
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Friday, May 26, 2023 by Mr Schmid|Comment closed
within category Uranium,BHP,CCO,UEC,EFR,Orano,Uranium One,Kazatomprom,Greece
Uranium got discovered in the late 18th century by German chemist Martin Klaproth. While uranium is quite common in the earth’s crust as REE. While the exploration occurs oftentimes through in situ leaching (ISL) - recovering the minerals from it underground by dissolving them and pumping the pregn…
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Thursday, May 25, 2023 by Mr Schmid|Comment closed
within category US equities,US Economy,Interest rates,Inflation,Equity market Valuation
In contrast to last year when multiple sectors performed (the leaders were energy, materials, financials, and industrials), this year just two sectors (technology and consumer staples), are up. More importantly, market’s performance is coming from a handful of companies. 
One important fact is tha…
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Wednesday, May 24, 2023 by Mr Schmid|Comment closed
within category Pilbara Minerals,PLS,Diversified Mining,Lithium,Calix,Australia,China,Batteries
Pilbara Minerals in one of Australia’s largest independent mining company, it is specialized in extracting Lithium. As such it is conduction the largest lithium operation in the country, which produces 53% of world’s lithium. Lithium is a key product for batteries and the major refining operations …
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Monday, May 22, 2023 by Mr Schmid|Comment closed
within category Nvidia,NVDA,CPU,GPU,AMD,INTC,OpenAI,AMR,Isambard,HPE
In a recent statement, Nvidia Corp said that it has developed in collaboration with U.K.’s University of Bristol to build a new supercomputer using exclusively its newly created CPU/GPU infrastructure. That is a major hit to Intel Corp and AMD which up to now have shared this market segment almost …
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Monday, May 22, 2023 by Monsieur Schmid|Comment closed
within category Debt to GDP,Consumer credit
While the US Government is negotiating about raising the debt ceiling, U.S. consumer have amassed a total of over $17 trillion in private debts. The level of the latter is historically high too.



The good thing about the private debts is that most Americans currently have no problem servicing…
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Monday, May 22, 2023 by Monsieur Schmid|Comment closed
within category AdTech,PubMatic,Trade Desk,TTD,PUBM,Publicity,2nd half 2023
With the introduction of metaverse, the traditional advertising business got once more disrupted. The newly created advertising technology more commonly known as adtech. Even though ad are expected to lower in 2023 than in previous year, the trend that advertising dollars are shifting from print an…
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Friday, May 19, 2023 by Monsieur Schmid|Comment closed
within category Gold,Silver,AUX,AXG,Alternative Energy,Photovoltaic,EV,SSR Mining,First Majestic Silver,2nd half 2023
Gold is at its highest historical prices! Yet, the spot price for precious metals is expected to benefit further from near-term economic uncertainty and historically high inflation, which we think is to stay relatively high for longer than expected. Precious-metal mining stocks usually perform best…
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Thursday, May 18, 2023 by Mr Schmid|Comment closed
within category Interest rates,Bonds,FED,Inflation
FED speakers were highly active this week. On Monday they signaled that they see interest rates staying high and, if anything, going higher, given inflation that may be slow to improve and an economy showing only tentative signs of weakness.
Therefore, the message from the next FED meeting appears…
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Thursday, May 18, 2023 by Monsieur Schmid|Comment closed
within category REE,Energy Transition,China,USA,USA,MP,EFR,NB,AKA,UCU,LYC,ILU,ARU
Rare earths elements are critical to the success of technology and in the extension to the energy transition. REE are present in large variety in our day-to-day applications, be it Smartphones, PCs, EV, Batteries, defence systems, and many more.



Today’s demand is very strongly centered aroun…
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Thursday, May 18, 2023 by Monsieur Schmid|Comment closed
within category MP Materials,MP,REE,Mountain Pass,Energy Transition,Non-Gold Precious Metals & Minerals
MP Materials is the largest producer of rare earths outside of China, with a focus on high-purity separated neodymium, praseodymium (NdPr) oxide, lanthanum, and cerium oxides and carbonates.
The company went public in mid-2020 in a US$1.47 billion deal following the purchase of Molycorp’s Californ…
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Thursday, May 18, 2023 by Monsieur Schmid|Comment closed
within category Energy Fuels,EFR,Energy Transition,Uranium,REE
Energy Fuels was intially set-up to explore Uranium. Today, it is best known as a leading US uranium company that supplies uranium products to major nuclear utilities. The company holds three key US-based uranium production centers: the White Mesa mill in Utah (the only conventional uranium mill op…
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Thursday, May 18, 2023 by Monsieur Schmid|Comment closed
within category NioCorp,NB,Energy Transition,REE,REE,Canada
NioCorp Developments is developing its Nebraska-based Elk Creek project, a pure-play critical minerals project. The company claims it hosts the highest-grade primary niobium deposit under development in North America. Also, the deposit can be leveraged to a large-scale scandium production and it is…
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