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
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
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 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)
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
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!)
Mining Investing Toolkit 