5 hard truths you don’t want to hear about your investment strategy (and why you absolutely want to)

Posted on by The Toolkit

(but if you listened, it would boost your portfolio) I've been investing for 16 years now. When you start things can be... interesting. If you're a relative newbie, and not getting results, hear me out: #1 The market is not against you. You're not getting returns because your strategy is sh*t 😳 #2 You second-guess … Continue reading 5 hard truths you don’t want to hear about your investment strategy (and why you absolutely want to)

These 10 copper deposits can ignite the energy transition and add 200b lbs of metal supply

Posted on by The Toolkit

There is no decarbonisation without copper, and we've been underinvesting for over a decade. However, there are projects in the pipeline, if we can get past roadblocks... Here's your list of 10 deposits that could ignite the #energytransition, and bring over 200b lbs in supply 1 🇺🇸 Pebble $NDM.TO Located in Alaska, and potentially a … Continue reading These 10 copper deposits can ignite the energy transition and add 200b lbs of metal supply

The copper conundrum… is it really an issue?

Posted on by The Toolkit

Indeed, it is. We're in for a rude awakening. The average rate of discovery for copper deposits has fallen dramatically in the last decade. The problem? We'll need many more deposits to respond to demand… 📊 S&P Global Market Intelligence Why is that? Copper has been fundamental to electrification so far due to its many … Continue reading The copper conundrum… is it really an issue?

Lithium oversupply is unlikely… and here are 5 reasons why. The battle between Benchmark Mineral Intelligence vs Goldman Sachs

Posted on by The Toolkit

Given recent developments, I feel fitting to bring back this piece by Benchmark Mineral Intelligence in response to Goldman Sachs. Minor edits for brevity. Lithium oversupply? Not likely. Why? 1) The industry cannot rely on China feedstock meeting the market Goldman sees the most “significant” new lithium supply coming from China. Despite progress, Chinese hard rock resources are … Continue reading Lithium oversupply is unlikely… and here are 5 reasons why. The battle between Benchmark Mineral Intelligence vs Goldman Sachs