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…
Climate change and the green energy agenda are currently dominating social, technological, and economic discourse wherever you go. I get how it’s something that many are made to believe is an existential crisis. When you think carefully about it, many things don’t add up. That said, I believe we’ll see society move towards electrification and developing its energy and digital technology. It’s something that we ought to have done decades ago. To achieve that, there must be a substantial increase in production and development. That means an increased need for natural resources.
Market jitters galore spook investors. India could take up the mantle as the new growth engine for the world. Investors should prepare to take advantage of this Indian boom, and commodities and critical minerals will play a key role…
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…
Chip war intensifies as Japan joins the US’s efforts to curb Chinese tech…why China may retaliate by curbing rare earth exports…how that could impact global demand and supply…and why we could see a repeat of the 2011 rare earths bubble with some key differences…
Quick summary: James Cooper looks at the recent announcement by Tesla to drop REEs from its ‘next generation’ electric vehicles. Does that change the outlook for resource companies tied to this critical metal? According to last Friday’s selling pressure, some investors certainly believe so. But James offers a different take. Read on to find out more…
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