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Investment Insights. Stay Ahead.

Report: Copper, at the centre of the metal supercycle

Supply of copper expected to face a supply gap of nearly 10 million mt within the next ten years, according to our new report.
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Latest Investment Insights

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Lift off for global helium market
A lot more copper needed to expand global electricity grid
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The rise of India
US Military and Critical Minerals: The New Arms Race
Cross Border Carbon Tariffs are coming. This is what investors need to know
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The AI Revolution in Mining: Opportunities and Risks
The rise of silver: solar demand and dollar constraints
US metals demand set to soar on Biden’s big bets on clean economy
Recycling critical minerals: more mining needed
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EU’s $1.1 trillion climate plan to supercharge commodities trade
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The critical role of China in the global energy transition
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PDAC key takeaways: mining goes long on optimism
Graphite mining at turning point
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Stellar electric vehicle sales keep focus on tight metal markets
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The year the energy transition began
What the end of zero-Covid in China means for commodities
The road out of the global diesel crisis
Uranium market at start of 10-year bull run
Nickel’s environmental challenge offers opportunity for the West
Nickel needs to start small to go big
Why the markets are no longer in control
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Markets are too comfortable with the supply of nickel
Copper demand set to electrify prices
Aluminium supply shutting down as demand set to rise
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America sets sails to meet global LNG demand
Agtech is the future of the fertilizer industry
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Oil is back, which is good news for the energy transition
Cobalt headed lower over summer, but higher in long term
Voluntary Carbon Markets take on Crypto
The road ahead for Carbon Credits
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The carbon credit supply crunch
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Latest Investment NEws

Trading volumes down as potential competitors close in on London Metals Exchange nickel contract
Uranium processing halted in Niger, as France accused of massing troops for “military intervention”
Central Banks buy more gold, record of 387 tonnes in H1 2023
Australia mining export revenue hits record A$455 billion in 2022-23
Graphite prices forecast to rise sharply by 2030, driven by electric vehicles and ESG-friendly supply
Commodity ETFs post first back-to-back inflows since Q1 2022
Global revenues from clean energy more than $2.56 trillion in 2022
US demand for lithium, nickel and cobalt, forecast to be 23 times higher in 2035 than 2021, driven by Inflation Reduction Act
US NRC approves updated emergency planning law for nuclear advanced reactors, SMRs
Electric vehicle market grows by 52% compared to last year
Global food prices rise in July
Copper and aluminium now on US critical mineral list
Diesel prices start to rise again globally
Zimbabwe could become world’s fifth largest lithium producer
JPMorgan predicts gold price will rise above $2,000 by end of 2023
China’s Politburo signals new support for property sector and domestic demand
Congo cobalt mining dispute ends with deal as China’s CMOC agrees to pay $2 billion
Over 250 new metal mines needed to meet energy transition demand
Global LNG supply set to remain tight throughout 2023
Average nickel price forecast above historical levels despite surplus
India forecast to be world’s second largest economy by 2075
Investment in critical minerals development rises 30% in 2022, with market worth $320billion
Ontario plans new SMRs and biggest nuclear power plant, totaling 6,000MW
China set to be world’s top importer of LNG in 2023
Africa set to account for 12% of global lithium supply by 2027
Copper supply from Chile declines again
Sweden passes new energy strategy to include nuclear power
US set to approve record LNG export capacity
Germany plans $1.1 billion fund for critical materials mining
Diesel supply in Europe tightens in summer lull ahead of peak winter demand
US issues largest loan since financial crisis — $9.2billion — to Ford for three electric battery factories
Citing of “ESG” on Earnings Calls lowest since Q2 2022 from S&P 500 companies
Billionaire investor Paul Singer takes on London Metal Exchange over canceled nickel trades in 2022
Natural Gas production hits monthly record highs in US Permian basin
European Commission publishes obligations and call for feedback on CBAM introduction
Profits for copper mines over $100billion, but investment in new supply still low
About 90% of net-zero plans of over 30 countries unlikely to be achieved
US construction spending by manufacturers doubles in past year
New rail link between Kazakhstan and China to be built, as uranium deal sealed
Dept of Energy report highlights US critical materials supply risk
EU wants more critical minerals deals with African countries
Global nuclear capacity forecast to expand 280GW by 2050, Wood Mackenzie
Goldman Sachs warns of commodity “Great De-Stocking”
Global investment in clean energy forecast to be worth $1.7 trillion in 2023, far outpacing fossil fuels
Ford strikes series of North-America-based new deals to secure EV critical minerals, fueled by Inflation Reduction Act
China hosts first-ever summit with five Central Asia nations
NextEra Energy looking to make huge $20 billion bet on green hydrogen
Record platinum deficit forecast for 2023
Global electric vehicle sales rose 24% in Q1 2023
Italy votes in favor of nuclear power; Poland signs $4bn loan for nuclear reactors; Finland starts Europe’s largest nuclear reactor.
Glencore plans to develop largest European electric battery recycling hub
US energy boom predicted by 2030 — which will need more minerals
Demand for oil from China pulls in 125 supertankers in April
Electric car sales break new records with momentum expected to continue through 2023
Nickel class I supply crunch to continue as forecast nickel surplus “will be mainly due to class II and nickel chemicals”
LME appoints ‘interim’ chairman of the board
Mining companies announce more than $65 billion worth of deals so far in 2023, highest since 2012
Chile plans to nationalize lithium industry, world’s second largest producer of the metal
New international agreement to displace Russia from global nuclear energy market
General Motors leads US$50million investment in lithium extraction startup
US diesel stocks below 5-year average with less that 30 days supply
Chile copper output falls to lowest in 6 years
Australia’s critical mineral export revenue expected to beat coal revenue by 2028
Indonesia’s president promises to improve environmental standards for nickel mining
Critical minerals mining gets tax credits and $1.5 billion infrastructure fund in Canada’s 2023 budget
New initiative for 200GW of nuclear energy in US by 2050, US Dept of Energy
Commodities supercycle forecast, Goldman Sachs
EU announces Critical Raw Materials Act and Net-Zero Industry Act to lead green industrial revolution
Global metals & mining outlook upgraded to “stable” by Moody’s
Graphite demand under pressure in short-term, higher later 2023
US and EU launch talks on critical minerals strategy
Another aluminium plant to shut down in Europe
New $2 billion Green Hydrogen hub planned in Spain by BP
China manufacturing PMI highest since April 2012
Pro-nuclear alliance forms in EU
Companies with focus on energy transition top Toronto Stock Exchange
World’s biggest mining company calls for overhaul of how LME manages nickel market
G20 watchdog warns of commodity price shocks
Electric car sales grow 88% year-on-year in US
Glencore posts record profits, but copper production down 12% in 2022

Latest commodity index

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Commodity highlight: Uranium

Uranium processing halted in Niger, as France accused of massing troops for “military intervention”
Commodity ETFs post first back-to-back inflows since Q1 2022
Australia’s mining industry pivots to US investors
Are nuclear small modular reactors too good to be true?
US NRC approves updated emergency planning law for nuclear advanced reactors, SMRs
Niger crisis is a warning, commodity conflict is coming
New rail link between Kazakhstan and China to be built, as uranium deal sealed
US metals demand set to soar on Biden’s big bets on clean economy
The Nuclear Renaissance
The Great Game for Kazakhstan’s resources
Plugging Canada into America’s battery belt
PDAC key takeaways: mining goes long on optimism
Kazakhstan uranium production falls in 2022 and 2023
Unlocking the opportunity in mining permits
First time ever US scientists have produced more energy from fusion reaction than it consumes
Uranium market at start of 10-year bull run
Our latest insider investment insights on China, uranium, and nickel
Exclusive early access to our uranium bull market report
One thing investors need to know before investing in Africa
The new American century
Uranium: volatile share prices should not distract from fundamental market changes
A Realistic Path for Improved Carbon Performance in Mining
Does the Improved Uranium Sentiment have Solid Foundations?

Latest Industry reports

THE URANIUM BULL MARKET AND THE COMING OF THE SECOND ATOMIC AGE
Uranium is at the start of a 10-year bull market, according to our new report.
Read report
THE GREEN ECONOMY AND NICKEL'S GENERATIONAL CLASS I SUPPLY CRUNCH
Supply of nickel Class I expected to face shortage for next 3-5 years, according to our new report.
Read report
REPORT: COPPER, AT THE CENTRE OF THE METAL SUPERCYCLE
Supply of copper expected to face a supply gap of nearly 10 million mt within the next ten years, according to our new report.
Read report
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latest Commodity infographics

Latest Investment News

Trading volumes down as potential competitors close in on London Metals Exchange nickel contract
Trading volumes down as potential competitors close in on London Metals Exchange nickel contract
Trading volumes for the London Metals Exchange (LME) nickel contract remain significantly below averages since the suspension of the LME's nickel contract 18 months ago....
Read More
The critical mineral wars are coming
The critical mineral wars are coming
production and processing of critical minerals more globally concentrated than oil and natural gas US completely reliant on imports for 12 critical minerals and more...
Read More
Uranium processing halted in Niger, as France accused of massing troops for “military intervention”
Uranium processing halted in Niger, as France accused of massing troops for “military intervention”
Uranium ore processing by nuclear fuels company, Orano, in Niger has been halted as international sanctions against a military junta are impacting logistics. "Given the...
Read More
Central Banks buy more gold, record of 387 tonnes in H1 2023
Central Banks buy more gold, record of 387 tonnes in H1 2023
Central banks bought up a record 387 tonnes of gold in the first half of 2023, according to the World Gold Council. This trend continued...
Read More
Can Artificial Intelligence save the insurance industry from wildfires?
Can Artificial Intelligence save the insurance industry from wildfires?
insurance payouts for wildfire losses in US increased x40 in 2011-2018, compared to previous 30 years AI uses a vast network live video feeds, drones,...
Read More
Australia mining export revenue hits record A$455 billion in 2022-23
Australia mining export revenue hits record A$455 billion in 2022-23
Mining export revenue in Australia totalled A$455 billion (US$298.64 billion) in the financial year 2022-23, according to the Australia Bureau of Statistics. This is a...
Read More
THE URANIUM BULL MARKET AND THE COMING OF THE SECOND ATOMIC AGE
Uranium is at the start of a 10-year bull market, according to our new report.
Subscribe to read for free
THE GREEN ECONOMY AND NICKEL'S GENERATIONAL CLASS I SUPPLY CRUNCH
Supply of nickel Class I expected to face shortage for next 3-5 years, according to our new report.
Subscribe to read report for free
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Investment market and industry insights delivered to you in real-time.

Graphite prices forecast to rise sharply by 2030, driven by electric vehicles and ESG-friendly supply
Graphite prices forecast to rise sharply by 2030, driven by electric vehicles and ESG-friendly supply
Graphite demand and prices are forecast to stay strong until 2033, according to data by FastMarkets. Graphite market outlook will be driven by electric vehicle...
Read More
Critical mineral listing too late to secure copper supply
Critical mineral listing too late to secure copper supply
copper listed as critical mineral in EU, China, India, Canada, South Australia, US global copper demand forecast to double by 2035 copper stockpiles already dangerously low...
Read More
Commodity ETFs post first back-to-back inflows since Q1 2022
Commodity ETFs post first back-to-back inflows since Q1 2022
20 of the world's largest broad-based commodity exchange traded funds (ETFs) have seen positive net investments of US$1 billion over July-August, 2023 — after almost a...
Read More
Australia’s mining industry pivots to US investors
Australia’s mining industry pivots to US investors
Australia in top 3 global reserves of in-demand critical minerals, including zinc, lithium, nickel and cobalt plans A$500 million (US$336.7 million) government investment for critical...
Read More
Global revenues from clean energy more than $2.56 trillion in 2022
Global revenues from clean energy more than $2.56 trillion in 2022
The revenue from 8,182 public companies with explicit exposure to clean energy in 2022 is estimated to be US$2.56 trillion — or, 2.6% of GDP —...
Read More
Are nuclear small modular reactors too good to be true?
Are nuclear small modular reactors too good to be true?
300 SMRs generate enough electricity to power half the homes in US construction costs between US$300-500 million for first build, but potentially falling to US$150 million for...
Read More

Subscribe for Investment Insights. Stay Ahead.

Investment market and industry insights delivered to you in real-time.

US demand for lithium, nickel and cobalt, forecast to be 23 times higher in 2035 than 2021, driven by Inflation Reduction Act
US demand for lithium, nickel and cobalt, forecast to be 23 times higher in 2035 than 2021, driven by Inflation Reduction Act
The US Inflation Reduction Act (IRA) will significantly increase demand for critical minerals — cobalt, lithium, nickel and copper — and it will be "very challenging" to...
Read More
US NRC approves updated emergency planning law for nuclear advanced reactors, SMRs
US NRC approves updated emergency planning law for nuclear advanced reactors, SMRs
The US Nuclear Regulatory Commission (NRC) has approved "new alternative emergency preparedness requirements for small modular reactors and other new technologies". The approval helps simplify...
Read More
Electric vehicle market grows by 52% compared to last year
Electric vehicle market grows by 52% compared to last year
Across the US, China, and Western Europe, electric vehicle (EV) sales grew by over half in Q2 2023, compared to Q2 2022, according to a...
Read More
Niger crisis is a warning, commodity conflict is coming
Niger crisis is a warning, commodity conflict is coming
Niger supplies 24% of EU’s uranium imports Nigeria, France back military intervention as influence of Wagner rises critical commodities playing more central role in global...
Read More
Global food prices rise in July
Global food prices rise in July
Global food prices increased 1.3%, up from June, driven particularly by a sharp increase in the FAO Vegetable Oil Price Index, which rose 12.1% from...
Read More
Copper and aluminium now on US critical mineral list
Copper and aluminium now on US critical mineral list
The US Department of Energy (DOE) has added copper and aluminium to their 2023 critical mineral list. This is especially important as the DOE critical...
Read More

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Sep 19, 2023
Trading volumes down as potential competitors close in on London Metals Exchange nickel contract
Sep 13, 2023
The critical mineral wars are coming
Sep 11, 2023
Uranium processing halted in Niger, as France accused of massing troops for “military intervention”

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