Plus what we're watching this week, across markets and commodities.
These metals will be in every investor’s portfolio (yes, including you) 📝
From chaos to opportunity 📝
Here's what we expect to see this week across markets, mineral commodities and related stocks:
Gold and China: A quiet revolution is just getting started 📝
Here's what we expect to see this week across markets and commodities
Copper never saw this coming 📝
Here's what we expect to see this week across markets and commodities
To ‘gold or not to gold’, that is the question 📝
Here's what we expect to see this week across markets and commodities
When it comes to copper, should we walk before we run? 📝
Here's what you can expect to see this week across markets and commodities
Time to go all in on nuclear 📝
Here's what you can expect to see this week across markets
Oof… Gold is so last month! 📝
Here's what you can expect to see this week across markets
Shhhh… This may push copper MUCH higher 📝
Here's what you can expect to see this week across markets
Gold seems to be everyone’s favourite 📝
What we can expect this week
These minerals are STRATEGIC for artificial intelligence
Minerals are critical in the race for tomorrow which has vast implications for investors and the markets.
But SERIOUSLY… When will lithium stocks recover!? Here are some clues 📝
Let’s get ready for another week investing in mining & metals, the energy transition and the future, shall we?
Tungsten-related stocks rising* on export restrictions from China
Here's what's moving in the markets today
This will be THE catalyser for metal demand (even bigger than EVs) 📝
Plus investment flows, recycling and related news.
The biggest challenge for metals and the energy transition 📝
Challenges ahead plus where investors can find opportunities through it all.
Copper, China and the supply conundrum
For investors and the whole copper supply chain, there are a myriad of challenges ahead. Wood Mackenzie published an insightful report. Here are the most salient points: • Copper Demand Growth: WM estimates that demand for copper will grow by 75% to 56 million tonnes (Mt) by 2050, highlighting the crucial role of copper in … Continue reading Copper, China and the supply conundrum
Crazy commodities (my belated 2023 recap plus what’s happening now in 2024)
It's been a CRAZY few months for commodities. We've seen copper above $4 and lithium falling much lower than expected, uranium soaring and nickel plummetting. I spent more time dissecting projections from mining companies to banks to gain insights into what's ahead (not an easy job!) and posted some of these analyses. You all seem … Continue reading Crazy commodities (my belated 2023 recap plus what’s happening now in 2024)
US proposes changes to the IRA in move to exclude China (and Russia) from benefits
The US proposed new regulations as part of the IRA to limit Chinese/Russian content for EVs. With China's leading role in raw materials and batteries, this could have a BIG impact. Here are some of the implications for anyone investing in lithium or EVs: Some stocks will benefit, and others will be shunned (will get … Continue reading US proposes changes to the IRA in move to exclude China (and Russia) from benefits
Lithium oversupply is unlikely… and here are 5 reasons why. The battle between Benchmark Mineral Intelligence vs Goldman Sachs
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
Investing in emerging markets… Worth the risk? | The Weekly by Synergy 📝
Emerging markets, as an alternative asset class, can infuse blue sky into a portfolio
Mining Investing Toolkit 