AI Commodities: Rocking Out in The Data Age
Mining stocks are outpacing tech as commodities power the AI revolution. Discover the hidden plays behind the tech boom.
Search Results for: lithium
Trump’s Going Shopping in Your Backyard
Australian critical minerals firms return from DC with promises of US government stakes. Is it enough to break China’s stranglehold?
What’s China’s Larger Game with BHP?
China has banned BHP iron ore. Many have dismissed this as a short-term negotiating tactic and moved past the story. But here is why you should consider it again.
Critical Mineral Shockwaves
Lithium, rare earths and copper are flying higher and look set to continue rallying. Murray and Charlie explain what is going on behind the scenes that will help to ignite a bull market in critical minerals again.
How to master commodity investing
As gold continues to soar, many are starting to crowd into this hot commodity. However, successful commodity investors don’t follow crowds. Let’s look back three years to help position for the future…
The second order effect of AI is investable
The AI data center revolution still requires raw materials. Lachlann Tierney shows how the second order effects of AI still rely on geology.
