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New 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.
Latest News
Investment Insights
President of Kazakhstan, Kassym-Jomart Tokayev, announced at the recent Eurasian Economic Forum that China Railways and the Kazakhstan's Kazakh Temir...
The Department of Energy's latest Critical Materials Assessment report has highlighted six critical materials in the short term, and 12 critical...
The European Union is currently in negotiations with the Democratic Republic of Congo, and plans talks with other African countries,...
A new report from Wood Mackenzie forecasts the world's nuclear capacity will need to triple to 280GW by 2050, to...
Despite commodity prices moving against their forecasts, Goldman Sachs warns one of the main drivers will have significant impact on...
An estimated US$2.8 trillion is set to be invested globally in energy in 2023, with an record 60% to be...
Automaker Ford is gearing up to boost its electric vehicle production to 2 million cars over the next two and...
President Xi Jinping is hosting a two day event with the leaders of Kazakhstan, Kyrgyzstan, Tajikistan, Turkmenistan and Uzbekistan. The...
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Commodities
Energy Transition
New 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.
global revenues from carbon taxes and emission trading systems worth over US$95 billion in 2022 EU agreed their first cross border carbon tariff last year...
investment in energy transition forecast to reach $1.7 trillion in 2023, just over a third of what's needed to reach net-zero targets signs political momentum...
the yuan’s share by value of global trade finance increased from less than 2% in February 2022 to 4.5% in February 2023 while still small,...
Investment Insights
President of Kazakhstan, Kassym-Jomart Tokayev, announced at the recent Eurasian Economic Forum that China Railways and the Kazakhstan's Kazakh Temir...
The Department of Energy's latest Critical Materials Assessment report has highlighted six critical materials in the short term, and 12 critical...
The European Union is currently in negotiations with the Democratic Republic of Congo, and plans talks with other African countries,...
A new report from Wood Mackenzie forecasts the world's nuclear capacity will need to triple to 280GW by 2050, to...
Despite commodity prices moving against their forecasts, Goldman Sachs warns one of the main drivers will have significant impact on...
Latest News
66% of mining companies using AI in 2022 AI worth up to $390 billion in annual savings for copper, iron ore, natural gas, coal and...
silver market deficit in 2022 the "largest" on record industrial use of silver approx 40%, and this expected to rise, driven by PVs and EVs...
The US’s ambitious plans to invest almost $1.6 trillion to counter climate change and update infrastructure will support demand worth almost $160 billion at today’s...
demand for critical minerals forecast to be as much as x4 current demand by 2040 the industry is struggling to build mines fast enough, so...
The London Metal Exchange — a cornerstone of the global nickel market estimated to be worth US$28.44 billion in 2023 — is in crisis.
The world is at a critical moment in global energy supply, as governments and consumers shift away from fossil fuels. Renewables are part of the...
The European Union’s trillion-dollar Green Deal Investment Plan is expected to generate huge demand for commodities in the coming decade — offering a unique opportunity...
Kazakhstan is a global mineral powerhouse — and the struggle to control access to these resources has only just begun, as countries vie for influence in...
Over $1 trillion was invested globally in the green energy transition in 2022 — but it’s not enough. And it can’t be done without China.
America’s Battery Belt is booming. But, importantly for investors, it’s still missing one essential piece of the puzzle right at the start of the supply...
PDAC, the world’s leading mining and mineral convention has ended – with over 23,000 attendees and 1,100 exhibitors this year — and countless deals. For investors,...
Natural graphite is a critical element for electric vehicle batteries and energy storage systems and it’s facing a potential 1.2-million-metric-ton supply shortage in 2030, rising...
The energy transition will need more copper than all the world has consumed from 1900-2021. The problem (and opportunity for investors): supply is struggling to...
sales of electric vehicles forecast to rise over 10x by 2030 electric vehicle sales growth has potential to create demand for cobalt, lithium, nickel worth...
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...
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...
