The 10 best podcasts for mining and energy transition investors

Posted on by The Toolkit

Here are 10 Podcasts you need to listen to, as a mining and metals or energy transition investor: (the best of all by the end) 10. Commodities Focus Experts from @SPGCIMetals and more in detail discussion regarding commodities (energy very often discussed). 2/mo https://podcasts.apple.com/us/podcast/commodities-focus/id1166317889 9. Palisades Radio @PalisadesRadio is a mixture of junior company execs … Continue reading The 10 best podcasts for mining and energy transition investors

Lithium giants Albemarle, SQM gearing up for growth in EVs and the battery supply chain

Posted on by The Toolkit

Albemarle & SQM are 'top dogs' in lithium production. Combined market value is just under $47B. Their 2023-2030 outlook gives clear insights into what's ahead for investors, EVs and the battery supply chain. Here's your summary: Before we dive in, note both: produce lithium carbonate/hydroxide, and more. grew revenue exponentially in 2022, due to higher … Continue reading Lithium giants Albemarle, SQM gearing up for growth in EVs and the battery supply chain

BHP and RIO see the copper future (and they are showing us)

Posted on by The Toolkit

BHP and Rio Tinto are the world's largest miners. Together represent ~$250b in market value. Recently, they shared outlooks at the Bank of America Global Metals, Mining & Steel Conference in Barcelona. Here are your key takeaways, investor: BHP views long-term fundamentals to be favourable. Global commodity demand to be supported by: - population growth- … Continue reading BHP and RIO see the copper future (and they are showing us)

10 concepts every mining investor needs to master

Posted on by The Toolkit

If you enjoy my content on socials and are seeking more – great news! Now, you can get some exclusive resources: NEW EBOOK! Mining Investor Toolkit This toolkit is ideal for you if you are seeking to invest more confidently in the mining sector and supercharge your research process. A 74-page PDF exclusive compilation from … Continue reading 10 concepts every mining investor needs to master