Are you tired of reading about the energy transition yet? I hope your threshold can withstand one more article. Today I want to track how the world plans to address the demand surge in critical metals that everyone sees coming…
An Overlooked Investment Trend in Critical Minerals
The boom in electric vehicle sales is causing a rush to secure critical minerals. But securing supply for the energy transition doesn’t always mean digging up stuff from the ground…
Investing in Miners With ‘Value Add’ Potential
Miners have a daunting task ahead: to provide the critical minerals necessary for the energy transition. Whether targets are met or not, there’s no doubt in that a lot of effort and money will be thrown into developing critical mineral supply chains and value-adding capabilities.
A Tale of Two Energy Economies
While markets continue to be bogged down by the US debt ceiling and talks of recession, the lithium recovery is well underway.
Fake It Till You Make It…Or Break It
Things are getting tough out there. In a system based on confidence and debt, the two are taking a hit as discussions on the US debt crisis continue and banks tighten lending. In a situation like this, real assets like commodities could do well.
All Energy Paths Lead to Mining
News from one of the world’s largest lithium-producing countries is creating plenty of uncertainty and could be an opportunity for Australia. Geopolitics is changing, and right now mining is at the centre of it all…
AI Time Hacking — an Investing Advantage
AI is becoming a powerful tool for investors, but its applications are endless. And among all, the talk of recession advances in AI could bring a boost in productivity to the global economy.
The Great Battery Disruption
Batteries play a crucial role in the energy transition. With the battery industry focusing on improving current lithium-ion batteries but also working on alternatives, there’ll be a lot of disruption in this industry, which keen-eyed investors can seek to capitalise on…
Hydrogen versus Electrification, Who Wins the Battle?
While there’s plenty of debate over the role of hydrogen in the energy transition, this major trend is expected to be massive…and one metal is certain to benefit from it.
Fearless Metal
Markets rallied yesterday after the RBA left interest rates unchanged, but the excitement could be short-lived. The banking crisis is still weighing on investors, which is boosting gold. But another metal is also faring well…
