Greece is exploring the use of floating nuclear power plants to supply energy to its islands and support desalination projects. As nuclear power gains momentum worldwide, growing uranium demand is placing companies such as Uranium Energy and IsoEnergy in the spotlight.

Currently, around 60 percent of copper comes from China and the Congo. In the first quarter, production there rose by about nine percent. In Chile, it fell by twelve percent.

Currently, the gold price is hovering around $4,400 per troy ounce, a key level. Rapid interest rate cuts are not currently on the horizon, which makes it difficult for the gold price to climb higher.

In 2022, Ghana launched a gold purchase program requiring 20 percent of annual production to be delivered to the central bank. As a result, the Ghanaian cedi stabilized and the economy recovered from a major crisis. Now, the Central Bank of Ghana wants 30 percent of the production from mining operators in the form of doré gold.

Geopolitical uncertainties are rising, as are oil prices and inflation.

Growing demand for clean energy and hydrogen technologies is increasing the strategic importance of silver and nickel. Companies like Sibanye-Stillwater and Discovery Silver are positioned to benefit from expanding industrial applications tied to the global energy transition.

India has sharply increased import duties on gold from six to 15 percent to protect foreign exchange reserves and stabilize the rupee. The move could influence global gold demand and investor sentiment, while companies like Fury Gold Mines and Banyan Gold remain in focus amid strong exploration progress.

Ongoing geopolitical tensions and economic uncertainty continue to strengthen gold’s role as a defensive asset. While Chinese investors increase allocations to gold, companies like Mayfair Gold and Newcore Gold are advancing major gold projects with significant growth potential.

Rising demand from the defense, battery, and high-tech sectors is pushing antimony further into the spotlight as a critical raw material. Companies such as Southern Cross Gold Consolidated and GoldMining are attracting investor interest with projects containing significant antimony resources outside China.

The rapid expansion of renewable energy, electric mobility, and AI infrastructure is fueling global copper demand, while mining supply struggles to keep pace. Companies such as Axo Metals and Arizona Sonoran Copper Company are increasingly attracting investor attention as the copper market faces long-term supply challenges.