Challenges ahead plus where investors can find opportunities through it all.
The biggest challenge for metals and the energy transition 📝
Hear from 4 emerging ASX-listed juniors | Webinar, Mines and Money 5@5
Hey hey! We recently took part in this event and thought you'd find it interesting. Access the full video below. Enjoy!
Here’s the solution to the lithium (stocks) blues… 📝
What a month! Let's see what you (may have) missed.
Gold, volatility and a silver lining for metals 📝
What a month! Let's see what you (may have) missed.
Is the Australian mining sector changing FOR GOOD? Here’s my take
My takeaways from the RIU conference in Sydney: a strong gold focus, a domestic tilt and what it says about Australian mining.
The copper party is on! 📝
What a month! Let's see what you (may have) missed.
Copper bulls are moving… 📝
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:
10 of the best recent commodity investing quotes (that we can learn from)
Ten commodity quotes worth learning from, including views on copper and lithium, plus some related ETFs.
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.
You Want Mineral Reserves but You’re Better Off Investing in Resources and Here’s Why 📝
Of course, it all ends up coming down to how much risk you're willing to take. I get it. It's not for everybody. But it's doable.
Opportunities in battery metals | 121 Mining Investment Sydney
Hey hey! We recently took part in this event and the conversation was excellent. Thought you’d find it interesting. Access the full video below. Enjoy!
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...
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:
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.
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.
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.