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Unlocking Investment Opportunities in Rare Earth Minerals

Green energy agenda

Commodities Demand and the Green Energy Transition

By Kiryll Prakapenka, Wednesday, 14 June 2023

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…

Green energy agenda

Rethinking the Future of the Green Agenda

By Brian Chu, Monday, 08 May 2023

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.

Businessman holding the world in the fingers

The New Growth Engine of the World Economy

By Ryan Clarkson-Ledward, Thursday, 04 May 2023

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…

All Energy Paths Lead to Mining

By Selva Freigedo, Wednesday, 03 May 2023

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…

The West versus China and Ideological Priorities

How China Could Spur a New Rare Earths Bubble

By Ryan Clarkson-Ledward, Thursday, 06 April 2023

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…

Tesla logoa at head quarters

Tesla Dumps Rare Earths…Should You do the Same?

By James Cooper, Thursday, 09 March 2023

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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Investment ideas from the edge of the bell curve.

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All advice is general in nature and has not taken into account your personal circumstances. Please seek independent financial advice regarding your own situation, or if in doubt about the suitability of an investment.

The value of any investment and the income derived from it can go down as well as up. Never invest more than you can afford to lose and keep in mind the ultimate risk is that you can lose whatever you’ve invested. While useful for detecting patterns, the past is not a guide to future performance. Some figures contained in our reports are forecasts and may not be a reliable indicator of future results. Any actual or potential gains in these reports may not include taxes, brokerage commissions, or associated fees.

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