Plus what we're watching this week, across markets and commodities.
These metals will be in every investor’s portfolio (yes, including you) 📝
From chaos to opportunity 📝
Here's what we expect to see this week across markets, mineral commodities and related stocks:
Gold and China: A quiet revolution is just getting started 📝
Here's what we expect to see this week across markets and commodities
Copper never saw this coming 📝
Here's what we expect to see this week across markets and commodities
To ‘gold or not to gold’, that is the question 📝
Here's what we expect to see this week across markets and commodities
When it comes to copper, should we walk before we run? 📝
Here's what you can expect to see this week across markets and commodities
Time to go all in on nuclear 📝
Here's what you can expect to see this week across markets
Oof… Gold is so last month! 📝
Here's what you can expect to see this week across markets
Shhhh… This may push copper MUCH higher 📝
Here's what you can expect to see this week across markets
Gold seems to be everyone’s favourite 📝
What we can expect this week
These minerals are STRATEGIC for artificial intelligence
Minerals are critical in the race for tomorrow which has vast implications for investors and the markets.
But SERIOUSLY… When will lithium stocks recover!? Here are some clues 📝
Let’s get ready for another week investing in mining & metals, the energy transition and the future, shall we?
This will be THE catalyser for metal demand (even bigger than EVs) 📝
Plus investment flows, recycling and related news.
The biggest challenge for metals and the energy transition 📝
Challenges ahead plus where investors can find opportunities through it all.
Copper, China and the supply conundrum
Wood Mackenzie expects copper demand to grow 75% to 56Mt by 2050. The supply chain challenges, including China, are less clear.
Crazy commodities (my belated 2023 recap plus what’s happening now in 2024)
A recap of 2023 and early 2024 in commodities, with links to my best analyses of copper, lithium and the major miners.
US proposes changes to the IRA in move to exclude China (and Russia) from benefits
Proposed US IRA changes would exclude EVs with Chinese or Russian content from subsidies. Implications for lithium and EV investors.
Lithium oversupply is unlikely… and here are 5 reasons why. The battle between Benchmark Mineral Intelligence vs Goldman Sachs
Benchmark Mineral Intelligence's five reasons lithium oversupply is unlikely, in response to Goldman Sachs.
Investing in emerging markets… Worth the risk? | The Weekly by Synergy 📝
Emerging markets, as an alternative asset class, can infuse blue sky into a portfolio