Plus investment flows, recycling and related news.
This will be THE catalyser for metal demand (even bigger than EVs) 📝
Gold, volatility and a silver lining for metals 📝
What a month! Let's see what you (may have) missed.
Investment is flowing to the energy transition
Sprott* manages several mining ETFs, and regularly puts out extensive research. They recently released a lengthy report on the minerals needed for the energy transition, with valuable insights for investors. Here are your key takeaways:
The energy transition is gaining speed
Investment in the energy transition beat another record in 2023, up 17% on the previous year. Renewables and the grid are a fundamental piece of the theme. Here are clues and stock ideas on how you, as an investor, can participate in both:
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.
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: