The Double Pareto Dilemma

Oct 8, 2025
By Gaia Research Team
Reading time: 9 mins.

Recent developments confirm that capital continues to flow into critical minerals despite a subdued price environment. The Trump Administration’s decision to acquire a 10% stake in Lithium Americas underscores the growing focus on national security and resource sovereignty. For long-term investors, this reinforces the strategic case for holding exposure to critical minerals, as geopolitical and nationalist drivers are set to outweigh short-term market weakness.

Miners are Starting to Move

May 29, 2025
By Laurent MAUREL
Reading time: 8 mins.

Despite a tense global environment — with persistent inflation, geopolitical tensions, and heightened interest rate uncertainty — the U.S. economy remains broadly resilient.

The uranium sector has emerged as one of the most sought-after plays in the market. The momentum was abruptly reignited by a series of executive orders signed by Donald Trump, aimed at revitalizing and reindustrializing the American nuclear industry. These measures — still in the process of being fully defined — form part of a broader strategy for energy security and reduced reliance on imports, particularly from Russia.

Uranium and the Quest for A Sustainable Energy Future

Oct 11, 2024
By Gaia Research Team
Reading time: 14 mins.

As the world grapples with climate change and the transition to cleaner energy sources, nuclear power is increasingly seen as a key solution. As the primary fuel for nuclear reactors, uranium’s market dynamics are crucial to the future of the energy industry.

Sustainable Mining – Dialogue with Elevate Uranium Ltd

May 24, 2024
By Gaia Research Team
Reading time: 5 mins.

Reinforce the end of the ‘E’ pillar in ESG through conversations with Elevate Uranium executives, challenging traditional mindsets on the benefit of board independence.