Investment Insights. Stay Ahead.
New Report: The Start of 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.
Latest News
Investment Insights
The annual US Geological Survey Mineral Commodity Summaries report, highlights US mines produced approximately an estimated $3.6 billion increase over the 2021...
The latest report from the World Gold Council revealed gold demand hit 4,741t, an 18% y-o-y increase, the highest annual...
Kazakhstan has announced it's uranium production for 2022 fell by 3% (592tU) from 2021, and it's guidance for 2023 has...
Rice is one of the most important food staples in the world, especially Asia — from China to India, Japan to...
In 2022, global investment in the energy transition increased 31% from 2021, totaling totaled US$1.1 trillion, according to a new...
A new report from BloombergNEF states the total value of carbon credits produced and sold to help companies and individuals...
A survey by McKinsey of more than 1,300 US row- and specialty-crop farmers in 2022, reveals farmers are embracing new...
The US Nuclear Regulatory Commission (NRC) has issued it's final rule to certify NuScale Power’s small modular reactor, effective February...
MArket Trends
Subscribe for the macro, so you can invest in the micro
Investment market and industry insights delivered to you in real-time.
Commodities
Energy Transition
New Report: The Start of 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.
lithium demand forecast to increase x40 by 2040 lithium prices reached US$80,800 per tonne in 2022, an increase of 1,000% Zimbabwe holds some of the...
gold price reaching record highs, with strong fundamentals for higher growth central banks bought over 700 tonnes by November 2022 gold mining exploration is up,...
demand for critical minerals could rise six times by 2040 on average it takes 16 years for a new mine to be approved financial premium...
Investment Insights
The annual US Geological Survey Mineral Commodity Summaries report, highlights US mines produced approximately an estimated $3.6 billion increase over the 2021...
The latest report from the World Gold Council revealed gold demand hit 4,741t, an 18% y-o-y increase, the highest annual...
Kazakhstan has announced it's uranium production for 2022 fell by 3% (592tU) from 2021, and it's guidance for 2023 has...
Rice is one of the most important food staples in the world, especially Asia — from China to India, Japan to...
In 2022, global investment in the energy transition increased 31% from 2021, totaling totaled US$1.1 trillion, according to a new...
Latest News
commodities have potential to outperform stocks and bonds in recession many commodity prices already set to rise with underinvestment in supply there will be volatility and...
war in Ukraine is catalyst on underinvestment in energy and commodities China, deglobalization and energy transition driving commodity prices mining industry needs record investment soon to...
China has started to dismantle its national zero-Covid policy expectations for economic growth and commodity demand to rise in 2023 there will be volatility, for investors...
diesel prices increased 70% on last year despite low oil prices US crude oil refining capacity above 90%, but still the lowest since 2014 high diesel...
low global uranium stockpiles, lack of near-term production, potential for supply crunch climate change, energy security and technology driving long-term demand we are in early...
the global nickel market will be in a “substantial 833kt deficit by 2030” two major environmental issues are “tailings” and CO₂ emissions sustainably sourced nickel...
global nickel demand set to double to 6 million tonnes by 2040 nickel industry in West struggling with "go big" strategy to meet investor expectations...
markets no longer feel like they are in control, no longer able to manage crises global economy means any volatility could become systemic governments have...
Africa is a continent of vast opportunity and investors are starting to notice. But there’s one thing investors need to know.
Demand for nickel is set to double by 2030 to supply electric battery manufacturers and the energy transition, but markets have still not priced in...
The price of copper is set to rise exponentially as demand is set to double by 2035. Our analysis on what this means for investors.
Aluminium prices spiked to 30 year highs in March this year and, despite falling back, are still at 20 year highs. We expect significant volatility...
Destablizing shocks present an historic economic opportunity for America. And, most importantly for investors, they appear to be seizing it.
In 2022, America became the world’s largest exporter of liquified natural gas (LNG). It is a unique opportunity for investors, with demand for US LNG...
The global fertilizer market is forecast to grow 12% in 2022 to be worth more than US$193 billion, in comparison with 2021 — and increase...
The global semiconductor industry is projected to be worth over US$1 trillion, with an average of 6-8% growth a year, by 2030. This year alone, semiconductor growth is expected to...
The global insurance market is forecast to grow at 6% a year, worth US$4.5 trillion in 2020 and forecast to be valued over US$6 trillion...
The prices of green metals this year spiked to some of their highest ever levels, sending shockwaves across the global economy. As we predicted, there...
