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MP Materials and the race to rebuild rare earth supply chains: Ryan Corbett on The Next Big Thing
rare-1.jpg
Mobeen Tahir
Mobeen Tahir

MP Materials and the race to rebuild rare earth supply chains: Ryan Corbett on The Next Big Thing

In the latest episode of The Next Big Thing podcast, we hosted Ryan Corbett, Chief Financial Officer of MP Materials, one of the most strategically important companies in the rare earths space. We discussed why rare earths sit at the centre of the supply chain reset, why NdPr is the real bottleneck, and how demand is broadening well beyond electric vehicles (EVs) into robotics, drones, AI infrastructure and defence. Ryan also explained why scale, policy support and vertical integration matter so much in a market still dominated by China. This blog summarises the key messages Ryan delivered on the show.

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Energy Transition MetalsEnergy TransitionMegatrends
Renewable energy is catching a second wind
thematics-18.jpg
Mobeen Tahir
Mobeen Tahir

Renewable energy is catching a second wind

Back in 1973, an oil shock changed the way the world thought about energy. More than fifty years later, geopolitical tensions, rising electricity demand from artificial intelligence (AI) and record renewable energy deployment are once again putting the sector in the spotlight. This blog explores why renewable energy is catching a second wind, how China is driving much of the growth, and why some emerging technologies may finally have found their moment. Investors, it seems, are keen to make hay while the sun is shining.

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Energy TransitionMegatrendsEquities
Lithium: the light metal with a heavy impact
rare-9.jpg
Mobeen Tahir
Mobeen Tahir

Lithium: the light metal with a heavy impact

Lithium was once a laboratory curiosity. Today, it sits at the centre of the global shift towards electrification and digitalisation. As electric vehicles scale, battery storage expands, and industrial demand evolves, lithium demand is projected to rise meaningfully over the coming decades. Yet supply growth is expected to slow and remains concentrated in a handful of countries. In this blog, we break down the demand and supply outlook using International Energy Agency projections, with additional insight from our partners at Wood Mackenzie, and explore what this could mean for investors.

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Energy Transition MetalsEnergy TransitionMegatrends
Why the market's excitement around uranium is justified
nuclear-6.webp
Mobeen Tahir
Mobeen Tahir

Why the market's excitement around uranium is justified

Nuclear power is firmly back on the global energy agenda, driven by energy security, decarbonisation goals and the rapidly rising power needs of data centres and artificial intelligence (AI) infrastructure. As governments and the private sector commit to expanding nuclear capacity, investor attention is increasingly turning to uranium, the fuel at the heart of the nuclear value chain. In this blog, we examine why the nuclear renaissance still has much further to run, why current build-out plans fall short of stated targets, and what this means for uranium at a time when supply is already constrained.

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Nuclear EnergyMegatrendsEnergy Transition
Renewable energy rises with renewed vigour
wind-turbines-1.jpg
Mobeen Tahir
Mobeen Tahir

Renewable energy rises with renewed vigour

Renewable energy is having its comeback moment. After a couple of quiet years, the theme is surging again – and this time, the excitement feels structural, not cyclical. This blog outlines the key reasons behind the revival, from shifting macroeconomic conditions to breakthrough technologies and the demand for sustainable solutions to meet the world’s rapidly rising energy needs. Markets are urging investors to reconsider the renewable energy theme.

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Renewable EnergyEnergy TransitionMegatrends
From ore to core: why uranium supply chains matter
nuclear-7.webp
Baoqi Zhu
Baoqi Zhu

From ore to core: why uranium supply chains matter

Nuclear is moving from niche to necessary as electrification and AI-driven data centres lift baseload demand. The opportunity and the risk sit in the fuel chain: mines take years to add supply, enrichment remains tight and mine restarts are proving slower than headlines. Over the next few years, outcomes will be shaped as much by the balance between upstream mining and midstream processing as by the number of new reactors.

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Nuclear EnergyEnergy TransitionMegatrends
“A nuclear renaissance is underway”: Yellow Cake’s message on The Next Big Thing
nuclear-3.jpg
Mobeen Tahir
Mobeen Tahir

“A nuclear renaissance is underway”: Yellow Cake’s message on The Next Big Thing

In the latest episode of our podcast The Next Big Thing, Chris Gannatti and I spoke with Andre Liebenberg, CEO of Yellow Cake Plc. We discussed how nuclear can deliver clean, reliable power as energy demand surges from data centres and artificial intelligence (AI), and how Yellow Cake offers investors direct exposure to uranium, the fuel at the heart of this nuclear renaissance.

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CommoditiesEnergy TransitionEquitiesMegatrendsNuclear Energy
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