Commodities

5 articles · AurexHQ

Commodities

The Uranium Comeback: From Nuclear Winter to Energy Transition Essential

After decades in the shadows following Fukushima, uranium is experiencing a structural renaissance driven by the global nuclear energy revival, supply constraints from key producers, and recognition of nuclear as an essential zero-carbon baseload power source.

Victoria Chen · 26 May 2026

Commodities

The Platinum Group Metals Market: An Underappreciated Investment Case

Platinum, palladium, and rhodium remain among the least understood metals in investor portfolios. This deep-dive analysis examines the fundamental drivers of each market and the investment case for selective exposure.

Noah Clarke · 25 May 2026

Commodities

The Mining Industry's $200 Billion Investment Gap in Critical Minerals

The IEA estimates that an additional $200 billion of annual mining investment is required by 2030 to meet energy transition demand for critical minerals. Understanding where that investment needs to go — and what is preventing it — is essential context for commodity market participants.

Adaora Eze · 20 May 2026

Commodities

Why Mining Companies Are Struggling to Meet the Energy Transition's Metals Demand

The clean energy transition requires an unprecedented increase in metals production, but mining companies face a paradox: rising demand coexists with rising costs, regulatory obstacles, and public opposition that constrain supply expansion.

Victoria Chen · 18 May 2026

Commodities

Platinum Group Metals in the Hydrogen Economy: Investment Thesis and Price Implications

Platinum group metals — particularly platinum itself and iridium — are at the centre of hydrogen fuel cell technology. As hydrogen gains traction as a clean energy carrier, understanding PGM demand from the hydrogen sector is becoming increasingly important for metals investors.

Stefan Müller · 16 May 2026