Materials intelligence.
Research and perspectives on critical minerals, the commodity cycle, and resource finance.
Perspectives
The Copper Supply Gap
Why electrification demand is colliding with a decade of underinvestment in copper supply.
Rare EarthsMagnets, Motors, and Sovereignty
The strategic case for Western rare earth supply chains.
UraniumThe Nuclear Renaissance Is Real
What renewed reactor demand means for uranium and HALEU.
Battery MetalsBeyond the Lithium Cycle
How to underwrite battery metals through inevitable price volatility.
RoyaltiesFinancing Mines Without Building Them
Why streaming and royalty structures protect capital across the cycle.
FirmJurisdiction Is Destiny
How rule of law shapes long-run mining returns.
Creative Partner
Every frame of the materials platform is built with Pitchouse.
Pitchouse is the creative studio behind the visual language of ERTH Resource Group. Critical minerals — battery metals, rare earths, uranium, copper — demand a visual language of scale and gravity. Pitchouse builds that language across brand, editorial, film, and motion. Their work is what you see when you see us.
The Extraction Podcast
Operators, geologists, and offtake buyers in long-form conversations.
WatchStudio Reel
Mine cinematography, aerial motion, and film work.
ReadExtraction Briefs
Editorial and brand decisions made in collaboration with the studio.
Creative by Pitchouse Studio. In collaboration with ERTH Resource Group.
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New research and notes are published periodically. To be notified, reach us at [email protected].