These 10 copper deposits can ignite the energy transition and add 200b lbs of metal supply

Posted on by The Toolkit

There is no decarbonisation without copper, and we've been underinvesting for over a decade. However, there are projects in the pipeline, if we can get past roadblocks... Here's your list of 10 deposits that could ignite the #energytransition, and bring over 200b lbs in supply 1 🇺🇸 Pebble $NDM.TO Located in Alaska, and potentially a … Continue reading These 10 copper deposits can ignite the energy transition and add 200b lbs of metal supply

The copper conundrum… is it really an issue?

Posted on by The Toolkit

Indeed, it is. We're in for a rude awakening. The average rate of discovery for copper deposits has fallen dramatically in the last decade. The problem? We'll need many more deposits to respond to demand… 📊 S&P Global Market Intelligence Why is that? Copper has been fundamental to electrification so far due to its many … Continue reading The copper conundrum… is it really an issue?

Lithium oversupply is unlikely… and here are 5 reasons why. The battle between Benchmark Mineral Intelligence vs Goldman Sachs

Posted on by The Toolkit

Given recent developments, I feel fitting to bring back this piece by Benchmark Mineral Intelligence in response to Goldman Sachs. Minor edits for brevity. Lithium oversupply? Not likely. Why? 1) The industry cannot rely on China feedstock meeting the market Goldman sees the most “significant” new lithium supply coming from China. Despite progress, Chinese hard rock resources are … Continue reading Lithium oversupply is unlikely… and here are 5 reasons why. The battle between Benchmark Mineral Intelligence vs Goldman Sachs

Nickel used in batteries already doubled in 2021. Does it belong in your portfolio?

Posted on by The Toolkit

Nickel used in EVs soared from 8% in 2020 to 13%. Most analysts expect this trend to accentuate significantly over the next decade. How big will this awakening be? Hard to say. 📊 CRU Group For exposure, here are some names to consider:- SOUTH32 LIMITED | S32 - Nickel 28 Capital Corp. | NKL - … Continue reading Nickel used in batteries already doubled in 2021. Does it belong in your portfolio?

These 5 reasons to invest in lithium stocks are all you need to know to add the metal to your portfolio

Posted on by The Toolkit

The energy transition is upon us, whether you like it or not. So... here are 5 reasons you SHOULD consider investing in lithium, today and for the long term: 1) To start, rising quantities of batteries are desperately needed to push electrification forward. Electric vehicles require efficient and lightweight power storage (aka batteries) that can … Continue reading These 5 reasons to invest in lithium stocks are all you need to know to add the metal to your portfolio

TBT: Inauguration of the Casposo gold mine ⛰⛏ in San Juan, Argentina in 2011

Posted on by The Toolkit

It was a brilliant sunny day. Dad and I drove from Mendoza to San Juan super early. Troy (ASX listed) had organised buses to take us up to the project so we parked at the designated meeting point and got on one of the buses. After a short ride we arrived at the mine's camp … Continue reading TBT: Inauguration of the Casposo gold mine ⛰⛏ in San Juan, Argentina in 2011

Why you should start investing in stocks in your 20s -or early 30s-

Posted on by The Toolkit

This is a short post, but I am aiming to put forward the idea that you should start investing in stocks as early as possible. Why? Well, think about the bank account your parents/grandparents created for you, where they put some money to get you started in your financial life. It's like that, but you … Continue reading Why you should start investing in stocks in your 20s -or early 30s-

The puzzle of investing in gold stocks: 5 things you must know before jumping in

Posted on by The Toolkit

Investing in natural resources can be rewarding but it does have its challenges. There are lots of technical terms to understand, resources are sometimes located in risky & distant jurisdictions and from 100 exploration projects, less than 1 will become a mine. Yes, tough odds, but if you happen to buy into a company when … Continue reading The puzzle of investing in gold stocks: 5 things you must know before jumping in

Should you have natural resources in your stock portfolio? Like, really??

Posted on by The Toolkit

Well, if you've read any of my previous posts or follow me in any of my socials, you may already have assumed what I am about to say. But bear with me... I have my reasons! Yes, I do believe you need natural resources. Shocker! Where do I start? There are certainly many reasons but I … Continue reading Should you have natural resources in your stock portfolio? Like, really??

10 no-nonsense principles to manage your stock portfolio, starting today!

Posted on by The Toolkit

Over the last few months, I shared some of my portfolio management principles on Twitter for new investors and realised it'd be helpful to also put them together in one single post for you all, and elaborate a little more for extra clarity. If you've read my blog before you know I try to keep … Continue reading 10 no-nonsense principles to manage your stock portfolio, starting today!

5 things you need to know before investing in lithium stocks

Posted on by The Toolkit

So the world is going crazy about lithium and it all sort of started back in 2015, when the price tripled (I wrote about it before). Unless you live under a rock you are very aware of this. Most projections strongly suggest that this trend will continue because the fundamentals behind these estimations are very … Continue reading 5 things you need to know before investing in lithium stocks