Welcome to the Energy Transition Investing Course! We’re very excited to be sharing these strategies with you right here on the blog.
Module 1: Introduction to Energy Transition Investing
Citi and The Case for $15K/t Copper
Citi sees copper reaching $15K/t by 2025. A summary of its case and why it expects heavy investor demand.
5 leading ETFs for mining and energy transition investors
ETF activity is on the rise. Global ETF trading reached $53.8T in 2022, largest on record. With such growth, thematic ETFs that focus on the energy transition are providing more alternatives for investors. Here are 5 leading ETFs for you to consider:
Australia Wants to Capture MORE Value from Its Mineral Production
Australia's Critical Minerals Strategy 2023-2030: the main goal and key points for investors in minerals and energy.
The 10 best podcasts for mining and energy transition investors
Ten podcasts for mining, metals and energy transition investors, with my favourite saved for last.
Lithium giants Albemarle, SQM gearing up for growth in EVs and the battery supply chain
Albemarle and SQM's 2023-2030 outlook: growth in EVs and batteries, and their exposure to Chile.
BHP and RIO see the copper future (and they are showing us)
BHP and Rio Tinto's outlooks from the Bank of America conference in Barcelona, and what they say about copper demand.
10 concepts every mining investor needs to master
A look at what's in the Mining Investor Toolkit ebook: deposit types, drilling, economic studies and red flags.
Lithium is finally mainstream (I have proof!)
Lithium has gone mainstream. The most widely held lithium stocks across about 50 large banks, funds and asset managers.
Warren Buffett is bullish on copper
How Berkshire Hathaway's businesses, including its energy arm, point to copper, based on the 2023 shareholder meeting.
JP Morgan’s views on copper for investors
JP Morgan's copper note: refined demand growing 2.5% a year to 2033 and energy transition demand rising 11% a year.
Grades by mineral deposit types
Here is your primer on grades by mineralisation/deposit type and associated width and/or thickness.
Main red flags in mining investments
Every successful investor excels at spotting potential risks fast. Whether by instinct or training, it's a crucial skill. Here are 8 red flags you don't want to find while researching your next mining investment:
Outputs from economic studies
Here are the 12 main outputs from these studies to help you research any project for your portfolio:
Albemarle wants more Australian lithium but the price tag will be hefty
Albemarle's $3.7 billion bid for Liontown was rejected. What it means for lithium and for Australian assets.
Is Chile moving to incentivise lithium investment?
Chile may be moving to simplify and incentivise lithium investment. What reports suggest and why it matters.
‘Goldman Sachs vs lithium’ part 2
An update on Goldman Sachs and lithium, after its 13F filings and news since November, plus my view on prices.
5 cornerstone concepts for every mining investor
Five cornerstone concepts for mining and metals investors, from resources versus reserves to deposit types.
These 10 strategies will make you a better investor, guaranteed
Ten simple strategies for investing in stocks, starting with knowing what you believe and building a thesis.
Goldman Sachs and Credit Suisse are bearish lithium. Here’s why you shouldn’t be
Goldman Sachs and Credit Suisse turned bearish on lithium. A summary of what happened and why I see it differently.