Nuclear remains deeply controversial. Yet recent geopolitic struggles have reignited the flame sending uranium (and many related stocks, producers and explorers alike) higher. There are many reasons to be bullish:
The US proposed new regulations as part of the IRA to limit Chinese/Russian content for EVs. With China's leading role in raw materials and batteries, this could have a BIG impact. Here are some of the implications for anyone investing in lithium or EVs: Some stocks will benefit, and others will be shunned (will get … Continue reading US proposes changes to the IRA in move to exclude China (and Russia) from benefits
Rare earths are in fact, not rare. This niche mining market was recently forecast to grow by 6x by 2030. But geopolitics are complicating it all for investors. Here's your REEs 101 (to enter or better understand this unique sector):
Another year is in the bag! Here are some final thoughts for you all.
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Graphite is the most overlooked battery mineral. Lithium gets more eyeballs, yet it makes sense for investors to pay attention to its neighbour. Here are 5 reasons to add graphite to your portfolio (plus some promising graphite stocks):
(updated Dec 2024) 1. Research aid: Airtable An easy-to-use relational database to gather relevant data and then dive deeper into it to derive powerful insights. I'm obsessed with Airtable - use it every single day. $20/mo and up, free tier Try it out 2. Tax reporting: Sharesight Such a brilliant product. Keep your portfolio organised, … Continue reading 10 Awesome (and Cheap) Tools Every Mining Investor Needs
You don't need to be a geologist to invest in mining. There, I said it. I'm not a geo. And I'm glad as this gives me a different perspective. Here's how I did it (and you can too):
(including my all-time favourite) On geology Earth: Portrait of a Planet This book is a manual for geology students, but investors seeking a more in-depth view of mining jargon can certainly benefit. The graphics are stunning and clearly articulate the concepts. ✍️ Stephen Marshak → https://amzn.to/3LaLKkk Mining Economics Explained This book will take you through … Continue reading Best books for every mining investor
Welcome to the Energy Transition Investing Course! We’re very excited to be sharing these strategies with you right here on the blog.
Welcome to the Energy Transition Investing Course! We’re very excited to be sharing these strategies with you right here on the blog.
Welcome to the Energy Transition Investing Course! We’re very excited to be sharing these strategies with you right here on the blog.
Welcome to the Energy Transition Investing Course! We’re very excited to be sharing these strategies with you right here on the blog.
Welcome to the Energy Transition Investing Course! We’re very excited to be sharing these strategies with you right here on the blog.
Welcome to the Energy Transition Investing Course! We’re very excited to be sharing these strategies with you right here on the blog.
The top 60 automakers are worth ~$2.1T. The top 15, led by $TSLA, account for 79%. As the sector races to secure supply of lithium and other metals, EV-related investments skyrocketed. The leaders are putting serious $ at play. Here's your recap of deals and the rationale behind them: Unsurprisingly, the top 15 pack is … Continue reading Automakers are chasing metals and minerals (like you’ve never seen before)
Citi sees copper on track to reach $15K/t by 2025. This crucial metal has been subdued since an ATH last year. Yet Citi's outlook points to a once-in-a-lifetime opportunity for investors. Here's what you need to know: To start, Citi believes investors will be piling into the copper market. Heavily. They think this will happen … Continue reading Citi and The Case for $15K/t Copper
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: For reference, even the largest miners can't hold a candle … Continue reading How to Start Investing in the Energy Transition
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: Some clarifications: 5 buckets overlaps will always exist list had positive returns for … Continue reading 5 leading ETFs for mining and energy transition investors
Australia released this week the much anticipated 'Critical Minerals Strategy 2023–2030'. If successful, this could make Australia a global superpower in the space and foster investment in mining, energy and tech. Here are your key points: The main goal is to produce more minerals (and we are blessed!) while embedding Australia in supply chains for: … Continue reading Australia Wants to Capture MORE Value from Its Mineral Production
Mining Investing Toolkit 