Is the Australian mining sector changing FOR GOOD? Here’s my take

Posted on by The Toolkit

Earlier this month I attended the RIU conference in Sydney. Here are my insights from what I saw and the conversations I had: Over 50% of exhibitors were focused on gold, which is rarely shocking for Australia. Aussies love gold and the country is the second largest producer globally, after all. Now in terms of … Continue reading Is the Australian mining sector changing FOR GOOD? Here’s my take

Sprott has energy transition insights for you, mining investor

Posted on by The Toolkit

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)

Posted on by The Toolkit

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)

Crazy commodities (my belated 2023 recap plus what’s happening now in 2024)

Posted on by The Toolkit

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

Posted on by The Toolkit

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