As an investor, all that matters is that you’re on the right side of this transformative shift.
Unlocking Investment Opportunities in Rare Earth Minerals
The Tech Metal Tug-of-War
In an era where technology and geopolitical interests intersect, China’s decision to restrict exports of crucial metals and minerals is another ripple in the ongoing tech tussle with the West.
Three Charts to Watch
In today’s Money Morning, where can you find good investing ideas? That’s the topic I want to delve into today. And I’ll finish off by looking at three exponential sectors on my radar right now.
EVs, Lithium and the Big Market Delusion
Tesla shares have more than doubled in the first six months of 2023, rebounding after a tough 2022. The carmaker is the most visible firm associated with the transition to EVs and the green energy transition more broadly. And its success has spurred the entry of competitors the world over. Snaring even a fraction of that pie will be more than enough, the thinking goes. But that’s what I want to discuss today — the perilous reliance on big markets to evaluate a stock’s potential…
Fossil Fuels or Critical Minerals — Which Is the Better Investment Right Now?
Big money is flowing into big resources projects across critical minerals and fossil fuels…why the government’s latest push for greener materials is half-hearted…how Woodside plans to turn a $10.6 billion oil bet into profit…and why investors need to know how to navigate the resources sector right now…
Commodities Demand and the Green Energy Transition
Today, I want to cover the key assumptions underpinning the bull case for commodities associated with the green energy transition. I also want to talk about the competence (or otherwise) of governments to execute the transition. What if the thesis driving the bull case for green energy commodities rests on assumptions that won’t hold? Read on…
