That’s why we say the system is vulnerable to disruption.
Power networks built during the ‘age of oil’ are not designed for mass electrification.
As an investor, all that matters is that you’re on the right side of this transformative shift.
The investment road map is clearly there…crystal clear for investors to follow.
The global energy transition won’t happen without a supportive mining environment in Chile
In today’s Fat Tail Commodities, James Cooper covers China’s shock announcement restricting graphite exports from 1 December. Given China supplies almost 100% of the refined graphite anode market, this could be a major blow for the multi-billion EV industry. But it won’t end there…this has the potential to spill across many other critical metals. Read on to find out why you should be preparing…