Articles
Analysis and thought leadership on mining intelligence.
The Trust Layer
From co-pilot to autopilot in mining finance. A Pulse Intelligence white paper for capital allocators in mining.
The Next 12 Months of ASX Miner Dividends, in One Chart
Coal cuts. Gold mixed. Iron ore steady. Forward dividend yields across 20 of the biggest ASX miners — and what they signal about free cash flow conviction.
Chaos to Clarity, Two Years On
In 2024 we asked 120+ mining executives how much of their week disappears finding data. AI solved the searching half. The trust half is still the problem.
Why a Coverage Foundation Is the Prerequisite for Mass AI Automation
An AI agent can draft a comp, monitor a portfolio, flag what moved — but only if the data is complete, structured, and verified across the full mining universe.
Three Critical-Minerals Deals, One Playbook
$2.9bn, $2.8bn, $35m. Three critical-minerals deals, one move: stop buying deposits, start underwriting the conversion and the offtake.
From Systems of Record to Systems of Action
Enterprise software is moving from storing what happened to moving the work forward. For mining finance, the action layer is the only one that matters.
The Model Was Never the Bottleneck. The Data Is.
Billions are flowing into agentic AI for finance. But if the underlying data is not structured, sourced, and validated, the agents will be confidently wrong.
Why Mining Finance Can't Afford Generic AI
The UiPath 2026 trends report confirms the agentic era demands vertical intelligence and trusted data. Here is what that means for mining finance.
The Four Faces of One Number
The same producer's quarterly output appears in four documents and disagrees in all four. The data is not wrong — the lineage is missing. Here is what that costs.
Stone Age to Space Age
The hidden discipline of mining-grade data normalisation. A Pulse Intelligence white paper for geological practitioners.
Why Should Anyone Trust AI Built for Mining Finance?
Every AI in mining will claim to be built by people. The only question worth asking is which people, which clients, which problems.