What a month! Let's see what you (may have) missed.
This month’s topics: energy transition in focus, plus how to tell when mining grades are worth your investment
Sprott has energy transition insights for you, mining investor
Sprott* manages several mining ETFs, and regularly puts out extensive research. They recently released a lengthy report on the minerals needed for the energy transition, with valuable insights for investors. Here are your key takeaways: In 2022, investment in the energy transition surpassed $1T and getting on par with those made in fossil fuels. By … Continue reading Sprott has energy transition insights for you, mining investor
10 of the best recent commodity investing quotes (that we can learn from)
As mining investors, we're always hunting for information. While I don't believe in copying anyone's thesis, paying close attention to sentiment is paramount. Here are some of my favourite quotes on commodities (including copper and lithium): → Via @LowellResFM $LRFM You can't do anything without copper! Lowell runs an exploration fund with exposure to $MKG … Continue reading 10 of the best recent commodity investing quotes (that we can learn from)
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
You Want Mineral Reserves but You’re Better Off Investing in Resources and Here’s Why | Metals Fuel The Future #6
How often do you find terribly undervalued development plays that you can buy for peanuts, have been substantially derisked and have financing already lined up -or are close to doing so-? Turns out, not very often. You can ask Gina Rinehart, Australia's mining tycoon who recently shelled out nearly $1 billion to get a 19.9% … Continue reading You Want Mineral Reserves but You’re Better Off Investing in Resources and Here’s Why | Metals Fuel The Future #6
Mining Risk in the Americas feat. First Quantum, Rio Tinto, Ganfeng | E12 Deals Podcast
Has Copper Lost its Shine? Plus Lithium M&A Chaos | E11 Deals Podcast #stocks
It’s time to lead the shift and build your energy transition portfolio | Metals fuel the future #4
In the last 5 years investing in the energy transition has become mainstream. So much so that by 2022 investments in the theme reached a record-breaking $1T, or 2.3x the 2018 figure. The highest growth was registered in electrified transport (aka EVs and other vehicles), according to the latest Bloomberg's Energy Transitions Trends report. The … Continue reading It’s time to lead the shift and build your energy transition portfolio | Metals fuel the future #4
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)
How Tesla and Automakers are Betting on Lithium and Copper (and You Can Too) | E9 Deals Podcast
Mining Investment and LATAM Elections. Lithium and BHP, Rio, Codelco Woes | E8 Deals Podcast
How to Start Investing in the Energy Transition
Major players such as BHP and RIO have been saying this for a while. The amount of metals and minerals required for the energy transition is massive. Only 1 thing to do: more investment. Here are 5 basic strategies to start (or expand) your allocation: For reference, even the largest miners can't hold a candle … Continue reading How to Start Investing in the Energy Transition
5 leading ETFs for mining and energy transition investors
ETF activity is on the rise. Global ETF trading reached $53.8T in 2022, largest on record. With such growth, thematic ETFs that focus on the energy transition are providing more alternatives for investors. Here are 5 leading ETFs for you to consider: Some clarifications: 5 buckets overlaps will always exist list had positive returns for … Continue reading 5 leading ETFs for mining and energy transition investors
Australia Wants to Capture MORE Value from Its Mineral Production
Australia released this week the much anticipated 'Critical Minerals Strategy 2023–2030'. If successful, this could make Australia a global superpower in the space and foster investment in mining, energy and tech. Here are your key points: The main goal is to produce more minerals (and we are blessed!) while embedding Australia in supply chains for: … Continue reading Australia Wants to Capture MORE Value from Its Mineral Production
Lithium giants Albemarle, SQM gearing up for growth in EVs and the battery supply chain
Albemarle & SQM are 'top dogs' in lithium production. Combined market value is just under $47B. Their 2023-2030 outlook gives clear insights into what's ahead for investors, EVs and the battery supply chain. Here's your summary: Before we dive in, note both: produce lithium carbonate/hydroxide, and more. grew revenue exponentially in 2022, due to higher … Continue reading Lithium giants Albemarle, SQM gearing up for growth in EVs and the battery supply chain
10 concepts every mining investor needs to master
If you enjoy my content on socials and are seeking more – great news! Now, you can get some exclusive resources: NEW EBOOK! Mining Investor Toolkit This toolkit is ideal for you if you are seeking to invest more confidently in the mining sector and supercharge your research process. A 34-page PDF exclusive compilation from … Continue reading 10 concepts every mining investor needs to master
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!)
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