Proposed US IRA changes would exclude EVs with Chinese or Russian content from subsidies. Implications for lithium and EV investors.
US proposes changes to the IRA in move to exclude China (and Russia) from benefits
Rare earths basics for investors
Rare earths are in fact, not rare. This niche mining market was recently forecast to grow by 6x by 2030. But geopolitics are complicating it all for investors. Here's your REEs 101 (to enter or better understand this unique sector):
Turns out investing in copper is not a sprint but a marathon 📝
Due to their massive scale, copper deposits are some of the most difficult to finance and build.
Mining tenements and properties
Mining properties are at the core of value creation in the sector. Both in a legal sense and within the mining lifecycle, the underlying properties are unique entities with specific rules and jargon.
Graphite stocks may be hiding in plain sight… but here’s why you need to be in the chase
Graphite is the most overlooked battery mineral. Lithium gets more eyeballs, yet it makes sense for investors to pay attention to its neighbour. Here are 5 reasons to add graphite to your portfolio (plus some promising graphite stocks):