As demands grow on energy globally, Bitcoin miners are realising that to be more competitive especially in a lower Bitcoin price environment that they need to essentially produce their own electricity. This is where waste or stranded natural gas comes in. Astute miners are tapping into this abundant low-cost energy source with competitive advantages.

Blencowe Resources has reached a pivotal moment in its journey to becoming the next major producer of graphite worldwide with the delivery of its project DFS demonstraing outstanding economics including an NPV of nearly $1.1Bn, an IRR10 of 96% and low Capital Cost of $160M.  With a phased production plan, attention now turns to phase 1 financing with multiple parties at the table.

Blencowe is close to arriving at a major milestone namely its Orom-Cross graphite project DFS which could show a material uplift in its PFS NPV of $482M.  With post DFS Graphite projects typically valued anywhere between 15 and 35% of the project NPV, could Blencowe and Orom-Cross be a take-over target?

Astrid Intelligence is building on the cutting edge of decentralised AI and digital assets. Through its Bittensor subnet, its creating a scalable ecosystem where AI models including its own 'Astrid AI Agent' can learn, trade, and generate value. At the same time, its Digital Assets treasury model anchors the business with a resilient, appreciating asset base with a particular focus on Ethereum. Together, this positions Astrid at the intersection of AI innovation and digital financial strength

United is actively progressing its prospective 7 Billion Barrel Walton Morant high-impact frontier exploration licence, having overcome regulatory hurdles including an award of its Environmental Permit and Beach Licence—both key de-risking milestones, as farm-out discussions progress in the data room

Buccaneer Energy is at an intriguing juncture. With new wells in the pipeline, potential significant uplift in free cash flows, and a bold pivot into Bitcoin mining, there's clear speculative upside.