Insights
Reflections, perspectives, and practical guidance for leaders shaping a better future.
March 10, 2026
Cuts through the market projections to examine what advancing AI capabilities (particularly agentic systems) mean operationally and strategically for mining
A clear-eyed tour of recent fusion milestones (CFS/SPARC magnet installation, NIF's 8.6 MJ output, China's EAST record), the capital influx ($10B+ private investment), and the honest engineering challenges that remain (tritium breeding, materials, cost). Anchored to what this means for mining.
Discusses innovation as a organizational capability and looks at how a capability program might be designed.