Plus: - Sentiment on socials - Market update and outlook - Opportunities in mining stocks
These Metals Will Soar in 2025 📝
What Trump Means for Mining in the US 📝
Plus sentiment on socials, market update and opportunities in mining stocks.
Tesla vs BHP and the top 50 miners: size does matter 📝
Plus sentiment on socials, market update and opportunities within mining stocks.
The biggest challenge for metals and the energy transition 📝
Challenges ahead plus where investors can find opportunities through it all.
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.
It’s time to lead the shift and build your energy transition portfolio 📝
I have to confess, sometimes this very idea keeps me up at night...
Module 4: Energy Transition Investment Strategies
Welcome to the Energy Transition Investing Course! We’re very excited to be sharing these strategies with you right here on the blog.
Module 3: Building Blocks for an Energy Transition Portfolio
Welcome to the Energy Transition Investing Course! We’re very excited to be sharing these strategies with you right here on the blog.
Automakers are chasing metals and minerals (like you’ve never seen before)
Automakers are securing lithium and other metals. A recap of the deals and the reasoning behind them.
How to Start Investing in the Energy Transition
Major players such as BHP and RIO have been saying this for a while. The amount of metals and minerals required for the energy transition is massive. Only 1 thing to do: more investment. Here are 5 basic strategies to start (or expand) your allocation:
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:
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.
5 fundamental reasons to add copper to your mining & metals portfolio
Five long-term reasons to add copper to a mining and metals portfolio, even with prices softer on weaker demand.
EVs in Australia… should we climb onboard? | The Weekly by Synergy 📝
This week’s commentary remains Australian focused, to commemorate our national day, but will touch on a subject we are extremely bullish about EVs and electrification in general.