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.
Unlocking Investment Opportunities in Rare Earth Minerals
The New Growth Engine of the World Economy
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
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…
How China Could Spur a New Rare Earths Bubble
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 Dumps Rare Earths…Should You do the Same?
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…
A Must-Have Investment for 2023
There’s been a clear shift in investing since the pandemic. Rising interest rates are driving investors out of growth and tech stocks and into real assets. Commodities have performed well in 2021 and 2022 with rising energy prices from the Ukraine war and the drive for the energy transition. But the commodities story is far from over, and we have the man to help guide you through the coming chapters…
