Quick summary: EV sales may not be strong in Australia, but in Europe they’re surging…why this trend continues to be a lucrative source for investor returns…how to find investment avenues in the EV sector beyond lithium…and why rising protectionist policy-making could benefit Aussie miners…
Unlocking Investment Opportunities in Rare Earth Minerals
The World Is Not Enough
In today’s Daily Reckoning Australia, James Cooper looks at Tesla’s most important founder J B Straubel. This humble and gifted engineer had all the qualities his co-founder, Elon Musk, lacked. Straubel was the brainchild behind the company’s innovation and success, helping it pioneer EV and Li-ion battery technology into the mainstream market — ultimately a key contributing reason the world will need more critical metals like lithium and cobalt. But it’s this engineer’s next move that could be the most important for resource investors. Read on to find out more…
This Milestone Signals a Key Turning Point for Markets
In today’s Money Morning, the world’s population has reached a new milestone, and it’s on the back of one fast-growing nation in particular. China’s time in the spotlight is coming to an end, which will elevate new economies to the fore. The diversification of iPhone manufacturing is just the tip of the iceberg for this supply chain decoupling. Learn why Australian miners may stand to gain the most…
This Is How the Next Mining Boom Begins
In today’s Money Morning, an official ruling in Canada highlights the growing tussle over mining investment. The lithium market continues to highlight how demand and supply issues will dominate a new commodities cycle. We’re headed for a new ‘Age of Scarcity’. Learn how you can prepare for and even profit from it…
Redrawing the Lines
In today’s Money Morning, a family favourite board game has taught us about the economic implications of resource scarcity. We’re seeing this right now in the commodity space as much of the world pushes towards an energy transition. Demand is skyrocketing, and Australia is well-placed to be a top supplier. That means there’s a huge investment opportunity in this space for Aussie investors…
Commodity Stocks’ New Hierarchy
In today’s Money Morning, the Department of Industry expects metals like copper, nickel, and lithium to earn $33 billion in 2022–23, double what they earned in 2020–21. This paves the way for a reordering of the commodity hierarchy. How can investors benefit? Read on to find out…
