📈 Energy Security, Critical Minerals and AI Take Focus
Energy Security, Critical Minerals and AI Take Focus
Global markets are increasingly being shaped by the infrastructure and resources needed to support economic and technological growth. Energy security concerns are accelerating interest in biofuels, while shifting global potash trade highlights the strategic importance of fertilizer and food security. At the same time, Google is taking the AI infrastructure race beyond Earth, preparing to test whether advanced computing could eventually operate in space.
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8 Minute Read:
Here's how some major markets/indexes performed in the last 5-days:
- Dow Jones: 51,805.39 (-0.25%)
- Nasdaq 100: 30,605.72 (2.20%)
- TSX: 35,760.75 (-0.38%)
- BTC: 83,813.33 (3.27%)
- GOLD: 4,283.10
- SILVER: 64.24
(USD) As of 09/25/2026 at 9:27 AM PST
🌱 Biofuel Production Could Jump Nearly 70% by 2030
Catch Up
The global energy landscape is shifting as countries look for ways to strengthen domestic fuel supplies and reduce exposure to geopolitical disruptions. New research projects global biofuel production could increase nearly 70% by 2030 compared with 2025 levels as governments expand blending mandates and prioritize energy security.
What Happened
- Major producers including Brazil, China, India, Indonesia, the United States, and the European Union are increasing or considering higher biofuel blending requirements.
- The push has accelerated following disruptions in the Gulf and a sharp increase in crude oil prices.
- Researchers estimate meeting proposed mandates could require millions of additional hectares of agricultural land if production continues relying heavily on conventional crop-based biofuels.
Why It Matters
Energy security is becoming an increasingly important driver of global investment and policy. While greater biofuel production could diversify fuel supplies, rapid expansion also raises questions around agricultural land, food prices, water use, and sustainability. For investors, the trend highlights the growing intersection between energy, agriculture, and global supply-chain resilience.
🚜 Global Potash Trade Enters the Spotlight
Catch Up
Potash is becoming another example of how strategic commodities are being reshaped by trade and supply-chain priorities. The United States is exploring a potential agreement to purchase potash from Belarus, while Canada is expanding its fertilizer relationships overseas and major new Canadian production capacity is under development.
What Happened
- The U.S. is working on a potential agreement to purchase lower-cost potash from Belarus, although President Donald Trump subsequently said the country would continue buying Canadian supply.
- Canada recently secured a new government-to-government agreement to supply Canadian potash to Bangladesh, building on a relationship that has delivered more than 3.5 million tonnes since 2014.
- Canada remains a major global potash producer, while new projects including BHP's Jansen development in Saskatchewan could further expand the country's long-term role in global fertilizer supply.
Why It Matters
Potash is essential to fertilizer production and global agricultural productivity, making reliable supply strategically important for governments and farmers. For Canada, changing U.S. sourcing strategies create additional incentive to diversify export markets, while growing international demand could reinforce the importance of Canadian potash production and infrastructure.
🚀 Google Takes the AI Infrastructure Race to Space
Catch Up
The AI infrastructure race may eventually extend beyond terrestrial data centres. Google is preparing its first in-orbit test under Project Suncatcher, a research initiative exploring whether large-scale AI computing infrastructure could one day operate in space.
What Happened
- Google plans to launch a prototype satellite carrying its AI chips for an in-orbit test.
- Project Suncatcher is exploring whether satellites equipped with specialized processors could eventually form interconnected computing networks in space.
- The concept could potentially take advantage of abundant solar energy while addressing some of the power and land constraints associated with expanding AI infrastructure on Earth.
Why It Matters
AI's rapid expansion is creating enormous demand for computing capacity and electricity, forcing technology companies to consider increasingly ambitious infrastructure solutions. Space-based computing remains highly experimental, but Google's test demonstrates how access to power and computing infrastructure is becoming a central challenge in the next phase of AI development.
HIVE Builds Canada’s Sovereign AI Infrastructure.
HIVE Digital Technologies (TSX: HIVE | NASDAQ: HIVE) is expanding sovereign AI compute infrastructure powered by Canadian energy as demand for high-performance computing accelerates. HIVE is building GPU computing capacity designed for advanced AI workloads, positioning the company around the growing need for domestic computing infrastructure as countries increasingly view AI capacity as a strategic asset.
Stillwater Advances a Large U.S. Critical Minerals Resource
Stillwater Critical Minerals (TSXV: PGE | OTCQB: PGEZF) is advancing a large-scale polymetallic resource in Montana containing nickel, copper, cobalt, platinum group metals, gold, and chromium. Its updated resource includes approximately 5 billion pounds of nickel, copper, and cobalt, 7.7 million ounces of palladium, platinum, rhodium, and gold, and 6.6 billion pounds of chromium.
Carrier Connect Expands Data Centre Capacity for AI
Carrier Connect Data Solutions (TSXV:CCDS | OTCQB: CCDSF) is expanding the physical infrastructure required to support growing AI computing demand. The company currently operates six data centres across Canada, the United States, and Australia and plans to expand its footprint to 15 facilities through 2027. As AI workloads require greater computing capacity and connectivity, Carrier Connect is positioning its data-centre network around the continued growth of digital infrastructure.
Kodiak Copper Targets a Larger B.C. Copper-Gold Resource
Kodiak Copper (TSXV: KDK | OTCQX: KDKCF) is advancing its MPD Project in British Columbia as a large-scale copper-gold opportunity, with continued exploration focused on expanding the project's resource potential. As copper demand grows across power grids, electrification, transportation, and data infrastructure, Kodiak is working to establish the scale of MPD within a long-term market that increasingly requires new sources of copper supply.
CopAur Advances a Larger Nevada Gold Resource
CopAur Minerals (TSXV: CPAU | OTCQB: COPAF) is advancing its Kinsley Mountain Gold Project in Nevada following a 50% increase in the overall mineral resource estimate and completion of a new Preliminary Economic Assessment. With a larger resource now defined, the company is evaluating its next phase of development, including potential future drilling, as it works toward its longer-term objective of advancing Kinsley Mountain toward production.
Caldwell-Lazard Targets the Long-Term Infrastructure Theme
The Caldwell-Lazard CorePlus Infrastructure ETF (CSE: CPIF) provides diversified exposure to global infrastructure companies across areas including utilities, transportation, communications, and energy. Through an actively managed strategy, the fund is designed to give investors access to assets that can benefit from long-term infrastructure spending while providing exposure to businesses often characterized by recurring demand and established cash flows.
GuideAI Uses AI to Detect Vascular Disease Earlier
GuideAI Health (CBOE: GDAI) is applying artificial intelligence to one of healthcare's persistent challenges: identifying vascular disease earlier. Its FDA-cleared VascularAssist Occlusion Triage technology analyzes existing medical imaging to help flag potential vascular problems for clinicians, positioning the company at the intersection of AI, medical imaging, and preventative healthcare as health systems look for ways to improve diagnostic efficiency.
Hemlo Targets Production Growth and New Discoveries
Hemlo Mining (TSX: HMMC) is pursuing a two-part strategy focused on increasing gold production while unlocking additional potential across Ontario’s historic Hemlo district. A 130,000-metre drill program is testing deeper extensions and underexplored areas using modern geological models, giving the company an opportunity to expand resources and identify new mineralization alongside an established producing operation.
📢 This Week's Selected Company News:
Eloro Advances the Scale of Iska Iska
Eloro Resources continues advancing its Iska Iska silver-tin polymetallic project in Bolivia following an updated 2026 mineral resource estimate outlining 85.17 million tonnes of indicated resources and 945.43 million tonnes of inferred resources. The company has begun a 40,000-metre expansion drilling program focused on expanding and upgrading the resource as it works toward a Preliminary Economic Assessment and the next stage of development at Iska Iska.
📬 That’s a wrap for this week!
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