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

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)

How to Start Investing in the Energy Transition

Posted on by The Toolkit

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

Posted on by The Toolkit

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

Posted on by The Toolkit

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

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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

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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 74-page PDF exclusive compilation from … Continue reading 10 concepts every mining investor needs to master

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!)

Albemarle wants more Australian lithium but the price tag will be hefty

Posted on by The Toolkit

Record-breaking. Well, almost. Last week the #lithium space woke up to $ALB Albemarle’s massive $3.7 billion bid for $LTR Liontown being rejected. Let's dissect: While it may not move the needle on a sector-wide scale, it would have been the largest lithium #acquisition on record, as per S&P Global’s data. But management decided the offer … Continue reading Albemarle wants more Australian lithium but the price tag will be hefty