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

Posted on by The Toolkit

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)

Posted on by The Toolkit

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!)

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!)

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

Posted on by Synergy Resource Capital

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

Lithium, advice from an Australian ambassador and the Venezuelan situation at LADU 2017

Posted on by The Toolkit

I attended the Latin America Down Under (LADU) conference last month, held in Perth (did you know it was my first time there? Find out!). Although still a small conference, it was a good opportunity to catch up with those interested in strengthening the relationship between Australia and Latin America. I consider myself a passionate fan … Continue reading Lithium, advice from an Australian ambassador and the Venezuelan situation at LADU 2017

My personal PDAC 2017’s Report – and it is a good one

Posted on by The Toolkit

As I sat in my seat onboard my Delta fight bound to LAX and then YYZ -yes I am a fan of airport codes- I suddenly realised that it was my 10th time attending PDAC in Toronto. Wow! The fist time I went there was in 2005; it feels like a lifetime ago. I used to go every … Continue reading My personal PDAC 2017’s Report – and it is a good one