As the lithium thesis becomes mainstream, other commodities that play a role in the energy transition are gaining ground. Graphite tops the list. 📊 Bloomberg Markets Graphite is the largest component of li-ion batteries by volume, as it is most of the anode in an NMC chemistry. 📊 S&P Global Market Intelligence Time to ponder … Continue reading Lithium keeps rising, but guess who’s coming along for the ride? Graphite.
Silver gets a cold shoulder from many in the investment community. But the precious metal is shifting. Here are 5 reasons to add silver stocks to your portfolio for the long term:
(but if you listened, it would boost your portfolio) I've been investing for 16 years now. When you start things can be... interesting. If you're a relative newbie, and not getting results, hear me out: #1 The market is not against you. You're not getting returns because your strategy is sh*t 😳 #2 You second-guess … Continue reading 5 hard truths you don’t want to hear about your investment strategy (and why you absolutely want to)
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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
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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?
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
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Subscribe for tools and educational materials for mining investors, such as grades per deposit cheat sheets, research sources and more.
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?
This tip comes to you from Tavi Costa, portfolio manager at Crescat Capital. 'Make sure you're buying something geologically sound.' Tavi Costa What does he mean?
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
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Getting the differentce between resources and reserves is key to assess likely value. Let's break this down:
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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
I've been thinking a lot about how everyone copes with emergencies like the one we're amidst, and how resilient we can be in the face of adversity.
Back in November 2019, I had the pleasure to be part of a panel on Latín America at Mines & Money 💵 London 🇬🇧 @minesandmoney. It was my first time in the UK and was a pleasure to walk around those streets. Anyhow, the conversation was so productive and interesting! The panel was formed up … Continue reading Mines & Money London 2019
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-
Mining Investing Toolkit 