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

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)