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):
Invest in Mining Stocks Like a Pro (Without a Geology Degree)
Best books for every mining investor
(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
Module 6: Additional Resources & Tools
Welcome to the Energy Transition Investing Course! We’re very excited to be sharing these strategies with you right here on the blog.
Module 5: Crafting Your Energy Transition Investment Thesis
Welcome to the Energy Transition Investing Course! We’re very excited to be sharing these strategies with you right here on the blog.
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.
Module 2: Investing Basics and the Energy Transition
Welcome to the Energy Transition Investing Course! We’re very excited to be sharing these strategies with you right here on the blog.
Module 1: Introduction to Energy Transition Investing
Welcome to the Energy Transition Investing Course! We’re very excited to be sharing these strategies with you right here on the blog.
Automakers are chasing metals and minerals (like you’ve never seen before)
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 and The Case for $15K/t Copper
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
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: For reference, even the largest miners can't hold a candle … Continue reading How to Start Investing in the Energy Transition
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: 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 Wants to Capture MORE Value from Its Mineral Production
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
The 10 best podcasts for mining and energy transition investors
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
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)
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
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
Lithium is finally mainstream (I have proof!)
It was bound to happen. Lithium has elbowed its way into mainstream investing. You don't believe me? I looked into the holdings* of ~50 of the largest banks, hedge funds and asset managers. Here are the most widely held lithium stocks: 7. Standard Lithium $SLI 'By leveraging the existing infrastructure and operational expertise of the … Continue reading Lithium is finally mainstream (I have proof!)
Warren Buffett is bullish on copper
Warren Buffett is bullish on copper. Wait... what? Yes. I reviewed materials and video from Berkshire Hathaway's annual shareholders meeting in Omaha. So here's how: Berkshire Hathaway is a sprawling empire that holds dozens of businesses, both privately owned and listed. Yet the jewels of the crown are 3: • Berkshire Hathaway itself, the insurance … Continue reading Warren Buffett is bullish on copper
JP Morgan’s views on copper for investors
JP Morgan just did something remarkable. No, I’m not talking about First Republic Bank. They released a note on copper with crucial insights on what's coming ahead for investors. Here are your key takeaways: Refined copper demand: • Forecasted to grow by a CAGR of 2.5% over the next decade (vs 2%). • Over 32MMT … Continue reading JP Morgan’s views on copper for investors
Mining Investing Toolkit 