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)

Here’s what Freeport McMoran sees ahead for copper (and how they can bring significant upside to your portfolio)

Posted on by The Toolkit

Freeport McMoran is the largest copper producer in the US and worth ~$54 billion. Yet it flies under the radar. You may have just seen them in the news (due to CFO Kathleen Quirk being appointed as new CEO), so... Here's an overview plus their outlook for the commodity: Freeport produced more copper than BHP … Continue reading Here’s what Freeport McMoran sees ahead for copper (and how they can bring significant upside to your portfolio)

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

These 10 copper deposits can ignite the energy transition and add 200b lbs of metal supply

Posted on by The Toolkit

There is no decarbonisation without copper, and we've been underinvesting for over a decade. However, there are projects in the pipeline, if we can get past roadblocks... Here's your list of 10 deposits that could ignite the #energytransition, and bring over 200b lbs in supply 1 🇺🇸 Pebble $NDM.TO Located in Alaska, and potentially a … Continue reading These 10 copper deposits can ignite the energy transition and add 200b lbs of metal supply

Thinking about technology start-ups, international business, and the “LATAM connection” 

Posted on by The Toolkit

Over the last few months, we have been reviewing a group of tech startups. It is a new field for me -although not new at all for an investment group we are working with-, so there's a lot for me to learn. So it is back to studying, many hours of reading coming my way. While in … Continue reading Thinking about technology start-ups, international business, and the “LATAM connection”