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May 27, 2026

Natural Resources

Powering AI, Defense, and the Grid: Rare Earths & Copper

Understand why rare earths and copper are essential to defense, EVs, AI infrastructure, and the energy transition
Examine the supply chain bottlenecks, valuation risks, and market dynamics shaping the opportunity
Explore how investors can think selectively about rare earths, copper, and the broader critical minerals theme

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May 19, 2026

Natural Resources

The Oil Shock is Not Over. Here's What Comes Next.

Understand why current supply disruptions may represent a longer-term structural shift rather than a short-lived price spike
Explore how rising demand from AI, electrification, and global infrastructure is reinforcing the investment case for oil
Learn what to look for in energy companies that may be better positioned in this environment

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March 25, 2026

Natural Resources

How to Invest in the AI Supply Chain

Understand the physical infrastructure behind AI: chips, power, and critical minerals
How AI-driven demand is changing energy and resource markets
Ways to gain targeted exposure to the AI supply chain

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March 20, 2026

Natural Resources

Hidden Impact of Strait of Hormuz Disruptions

Asset classes and sectors that may experience the biggest disruptions
Hidden ripple effects on everyday costs like food and household essentials
Commodity vs. equity divergence and the near, medium, and long-term outlook

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March 04, 2026

Natural Resources

Energy Markets Enter a New Regime

Why this disruption may last longer than past geopolitical shocks
What supply risks mean for oil and LNG prices
The investment opportunity in traditional energy amid rising AI-driven energy demand

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February 17, 2026

Natural Resources

Copper: The Electrification Trade

Key drivers of copper's rally
How AI and data center expansion are translating into real-world metals demand
What long-term supply and demand dynamics could mean for copper prices

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February 04, 2026

Natural Resources

Gold Just Blinked. Investors Shouldn't

Gold and silver YTD performance and key market drivers

What the recent correction means for precious metals and commodities

How RAAX is positioned and what investors can expect going forward

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August 19, 2025

Natural Resources

The AI Energy Trade Is Nuclear

Understand the catalysts propelling nuclear to the forefront of energy policy conversations
Learn how investors can tap into this broad, diversified structural trend
Consider the risks associated with areas of the nuclear ecosystem

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August 14, 2025

Natural Resources

How to Invest in Rare Earths and the U.S. Supply Chain Revival

Understand the role of rare earths in national security and next-gen technology
Learn how government and corporate investments are reshaping the U.S. supply chain
Explore how to access MP Materials and other rare earth miners

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October 17, 2024

Natural Resources

Nuclear Revival Powers New Opportunities

Key forces fueling the investment case for nuclear energy
Nuclear as a more reliable and low-carbon power source
Accessing the full value chain of the nuclear energy industry

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September 26, 2022

Natural Resources

CEO Outlook and Q&A: What to Buy…and When

CEO Jan van Eck’s current outlook
What investors need to consider ahead of 2023
Commodities and the accelerating resource transition

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