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…
PolarX has made headway in the market today with shares up by 13.8%. This comes with the news of an increase in resource estimates for both their Alaskan projects.
IGO has finally found a new CEO and managing director to replace the late Mr Bradford, declaring it has poached energy rival Rio Tinto’s head of the aluminium department, Mr Ivan Vella.
Earlier this week, Evolution Mining released an investor presentation, and a point caught my eye. According to the miner, the key investment drivers for gold and copper converge under financial stresses and geopolitical issues. That got me thinking — is that really true? What are the long-term investment drivers for gold and copper? Read on to find out…
Novonix has signed an agreement with LGS for a joint research and development of artificial graphite anode material, and issues US$30 million ($45 million) unsecured convertible notes.
Discover the long-term investment potential in the copper market despite short-term weaknesses. Understand the crucial significance of the copper supply situation and its implications for investors. Explore why this issue demands attention as the global demand for copper grows in tandem with renewable energy infrastructure development.
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