In today’s Fat Tail Commodities, James Cooper offers a sneak preview of his latest report to Diggers and Drillers subscribers. He explains why the critical metal boom is crucial for diversifying Australia’s iron ore dependent economy and the Australian companies positioning for major upside from this trend. Read on to discover more…
It’s been almost three years since mining explorers, the exception being those looking for lithium and rare earth elements (REE), enjoyed a major rally. The massive liquidity glut from government stimulus has stopped and is now drying up quickly, causing investors to rush to safety in the US dollar and dividend paying stocks. With the rising price of crude oil, this has created the most challenging market for small-cap resources speculators in several decades. Many faithful investors have considered throwing in the towel, which may be the signal to show that this market is near the bottom. If that is indeed the case, perhaps you’re seeing the best buying opportunity in decades. Read on to find out more…
For all the talk about the inevitability of an energy revolution headed by the Net Zero agenda, it seems the broader public is beginning to reject it. Market prices reflect the declining demand for critical minerals, while the proponents of this agenda are walking back on their marketing campaigns. Interestingly, oil and uranium are on the rise. What we’re seeing is the beginning of a post-Net Zero world…an energy revolution of a different form. Now is a good time to find out how you can capitalise on the future. Interested? Read on…
In today’s Closing Bell video, I show you a bunch of stocks that are a shadow of their former selves. It is getting to the point where astute investors should be starting to lick their lips knowing that they will be able to pick up these companies for pennies on the dollar. The graphite and lithium stories aren’t dead. Decades of increasing demand are still coming down the pike. And uranium is still tracking well. This is where you look for opportunity…
A few weeks ago, I finished interviewing eight experts on Net Zero and the energy transition. I asked each of them the same question: which commodities do you see as the key shortages which will undermine Net Zero? They all came back with the same response…
The same green machine that is driving the world to renewable energy is also undermining the mining industry. The trouble is that renewable energy is incredibly resource-intensive to build. That’s not a good combination.
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