The energy transition is winning (and here’s how you can, too, investor)

Investment in the energy transition beat another record in 2023, up 17% on the previous year. Renewables and the grid are a fundamental piece of the theme. Here are clues and stock ideas on how you, as an investor, can participate in both: Global investment in the energy transition hit $1.77 trillion in 2023 A … Continue reading The energy transition is winning (and here’s how you can, too, investor)

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)

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!)

This is where you’ll find investment opportunities in Latin America

Stop. What if I told you there's a region with: • abundant opportunities across metals, energy and tech, • highly undervalued, yet • poised for growth? Well, there is. Let's talk about investing in Latin America, shall we? Here's what I'll cover today: Investment Agribusiness Metals & mining Technology & innovation Energy & related infrastructure … Continue reading This is where you’ll find investment opportunities in Latin America