Clik here to view.
RCF Mining Market Commentary: Q226
Deng Xiaoping observed “the Middle East has oil; China has rare earths,” during his Southern tour of Shenzhen, Zhuhai, Guangzhou and Shanghai almost 35 years ago in 1992. More recently, China has...
View ArticleClik here to view.
Metal & Mining Gigacycle: Parsing Metal Demand at the Source
Scenario Analysis & Updated Forecasts, 2024–2030Updated for 2025 and Q1 2026 Hyperscaler Earnings Executive Summary Datacenters sit at the marginal edge of global economic growth, as a new and...
View ArticleClik here to view.
RCF Mining Market Commentary: Q126
While geopolitical developments dominated the headlines in Q1 2026, RCF was thinking one level down. How did US action against the former Venezuela president and more recently Iran specifically impact...
View ArticleClik here to view.
RCF Mining Market Commentary: Q425
RCF closed the prior quarter (Q3 2025) by observing the broadening and deepening of metals & mining investment case, driven by the following factors: Energy, Security & Technology demand for...
View ArticleClik here to view.
The Paradox of Visibility
Capital markets are exhibiting a strategic misalignment with growing geopolitical consequences. Investors continue to allocate extraordinary levels of capital to artificial intelligence, data center...
View ArticleOrezone Gold Announces Acquisition of Casa Berardi Gold Mine
The strategic transaction of an established gold mine establishes Orezone as a diversified-multi-asset producer. The post Orezone Gold Announces Acquisition of Casa Berardi Gold Mine first appeared on...
View ArticleClik here to view.
Critical Minerals & Datacenters – Economic Power Barbell
If critical minerals and datacenters represent the two sides of the global economic power barbell, and you cannot have one without the other, then it’s useful to take stock of how these two points of...
View ArticleVirtual Briefing: Price Support Policies for Critical Minerals
James McClements joins SAFE's Center for Critical Minerals Strategy to discuss how investment decisions are shaped by long development timelines, market coordination challenges, and the pace of supply...
View ArticleClik here to view.
RCF Mining Market Commentary: Q325
10 days into Q3 2025, the transformative US Department of Defense (DoD) investment in MP Materials was announced and everyone in the critical minerals and metals & mining investment world...
View ArticleA first look at the ADR Docking Station – Insight Without Interruption
The ADR Docking Station—the key to unlocking truly persistent, remote operations for the Explora robot The post A first look at the ADR Docking Station – Insight Without Interruption first appeared on...
View ArticleEl Espino Wins Mining Financing of the Year
Innovative financing structure for RCF portfolio company El Espino wins LatinFinance's Mining Financing of the Year award The post El Espino Wins Mining Financing of the Year first appeared on Resource...
View ArticleClik here to view.
Mining Investment: A Guide to Understanding Valuations
While other businesses and industries focus on market potential and competitive advantages, success in mining – or, more accurately, the ability to create value for investors– depends on distinct...
View ArticleClik here to view.
Rich Brereton & Rob Gray Discuss Liberation Day
Watch Rich Brereton, Partner, Global Head of Investor Relations and Rob Gray, Chief Commodity Strategist, discuss the potential impacts of Trump’s upcoming Liberation Day announcements on the metals...
View ArticleClik here to view.
#CriticalMinerals with Rich and Rafael
Battery storage. Electric vehicles. AI data centers. Powering all technologies is lithium or “white gold.” Few metals are more indispensable to advancing the energy, security, and technology sectors....
View ArticleClik here to view.
RCF Mining Market Commentary: Q225
Q2 2025 opened with the “Liberation Day” tariff announcement in the USA, which was dynamically priced by global markets over the following 2-3 weeks. The eventual impact on metals & mining markets...
View ArticleClik here to view.
RCF Mining Market Commentary: Q125
It’s been very difficult to write the Q1 2025 update, when the world changed so dramatically just after the quarter closed on “Liberation Day”. Everyone knows what happened on 2nd April 2025, with...
View ArticleClik here to view.
Commodity Markets are not Homogeneous
Resource Capital Funds investment committees and market teams meet regularly to review and assess the mining cycle for individual commodities. We use proprietary assessments and stochastic modelling...
View ArticleClik here to view.
Building Mines, Building Teams
Few people understand both the technical and human elements of mining as deeply as Calum Semple. As Partner, Operating Executive, and Head of Technical at Resource Capital Funds (RCF), Semple brings...
View ArticleClik here to view.
RCF VII Preqin Award Recognition
RCF VII Ranks in the Top 10 Performing Natural Resource Funds $500mn-$999mn by Net IRR for 2025. This Preqin Badge was awarded to Resource Capital Fund VII (the “Fund”) on April 2, 2025, by Preqin, a...
View ArticleClik here to view.
RCF Innovation II Preqin Award Recognition
RCF Innovation II Ranks in the Top 10 Performing Natural Resource Funds under $250mn by Net IRR for 2025. This Preqin Badge was awarded to the RCF Jolimont Mining Innovation Fund II (the “Fund”) on...
View Article
![[QLD, NSW, VIC] Samsung 65](http://files.ozbargain.com.au/n/31/978831l.jpg?h=8d64f0c6)
