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

Lithium is finally mainstream (I have proof!)

Posted on by The Toolkit

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

Posted on by The Toolkit

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

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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

Albemarle wants more Australian lithium but the price tag will be hefty

Posted on by The Toolkit

Record-breaking. Well, almost. Last week the #lithium space woke up to $ALB Albemarle’s massive $3.7 billion bid for $LTR Liontown being rejected. Let's dissect: While it may not move the needle on a sector-wide scale, it would have been the largest lithium #acquisition on record, as per S&P Global’s data. But management decided the offer … Continue reading Albemarle wants more Australian lithium but the price tag will be hefty

Is Chile moving to incentivise lithium investment?

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Promising. Chile, the 2nd lithium producer globally, may be gearing up to simplify & incentivise lithium investment, according to news reports. This could shift the landscape for the sector. Let's dissect 🧵 Reports say a bidding scheme process is in the works. https://www.emol.com/noticias/Economia/2023/03/01/1088056/licitar-litio-oficialistas.html Additionally, the Undersecretary of Mining, @willykracht said this to El Mercurio (leading … Continue reading Is Chile moving to incentivise lithium investment?

‘Goldman Sachs vs lithium’ part 2

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The 'Goldman Sachs vs lithium' saga is far from over. Lithium stocks are bleeding everywhere. Yet GS’ lithium exposure has never been larger. I went through their 13F filings and the most recent news since my November thread. Here's your update: By the way... I've been investing in lithium since 2008 so I've seen a … Continue reading ‘Goldman Sachs vs lithium’ part 2

5 cornerstone concepts for every mining investor

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These 5 concepts, crucial for any mining & metals investor, took me years to learn and master. I'll teach them to you in 15 minutes: 1/6 Once a mining company reports a resource, things shift. Basically, it all becomes more 'real'. Work and investment bump up certainty. And resources are great! But reserves are better... … Continue reading 5 cornerstone concepts for every mining investor

These 10 strategies will make you a better investor, guaranteed

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Investing in stocks is a journey that starts with knowing yourself. It continues with evergreen curiosity. Both benefit your portfolio. Here are 10 simple tactics that will make you a better investor: Figure out what you believe in. • Learn voraciously about those sectors/industries/stocks.• Read/listen/watch as much info as you can, given your schedule & … Continue reading These 10 strategies will make you a better investor, guaranteed

Goldman Sachs and Credit Suisse are bearish lithium. Here’s why you shouldn’t be

Posted on by The Toolkit

1/ Here we go again. $GS and $CS announced bearish views on lithium. Stocks in the sector plummeted. I spent hours reading news and reports to give you a well-rounded summary of what investors and experts say. (and my thoughts at the end) Buckle up: 2/ What happened: • Goldman Sachs forecasted lithium supply to … Continue reading Goldman Sachs and Credit Suisse are bearish lithium. Here’s why you shouldn’t be

5 fundamental reasons to add copper to your mining & metals portfolio

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Copper pricing has weakened due to expected falling demand. But in the long term, we need the metal 😎 Here are my 5 favourite reasons to add copper to your portfolio: 1) Rising demand for EVs and decarbonisation fuels the need for metals used in electrification, including: • lithium • copper • nickel • cobalt … Continue reading 5 fundamental reasons to add copper to your mining & metals portfolio

Lithium ‘charges on’… but these 4 challenges lie ahead for the battery metal

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Lithium is widely found on earth, but to date, the market is still learning to grow and many challenges lie ahead. Rising prices Lithium and other battery metals and minerals are the bottleneck we must solve for the energy transition to go global. Before gigafactories existed, the raw materials in batteries represented only 40% of … Continue reading Lithium ‘charges on’… but these 4 challenges lie ahead for the battery metal