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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
Goldman Sachs expects demand for green metals (aluminium, copper, nickel, lithium and cobalt) to accelerate, driven by China and the...
The EU has set new, ambitious targets for their critical minerals and net-zero industrial strategies. By 2030, the bloc's strategic...
Improving business conditions, despite persistent risk, means Moody's Investors Service has changed its global Metals & Mining outlook to stable...
New research by FasterMarkets forecasts an increase in synthetic graphite production capacity and cuts in China's electric vehicle (EV) subsidy...
The supply of critical minerals for the energy transition, particularly electric vehicles, is the focus of new talks announced between...
Speira is to shut down smelting operations at its Rheinwerk facility in Germany this year and instead invest €30 million...
BP have announced plans to invest up to US$2 billion by 2030 in a new green hydrogen cluster in Spain’s...
Manufacturing activity in China has expanded at the fastest rate for more than 10 years, rising to 52.6 from 50.1...
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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.
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...
Investment Insights
Goldman Sachs expects demand for green metals (aluminium, copper, nickel, lithium and cobalt) to accelerate, driven by China and the...
The EU has set new, ambitious targets for their critical minerals and net-zero industrial strategies. By 2030, the bloc's strategic...
Improving business conditions, despite persistent risk, means Moody's Investors Service has changed its global Metals & Mining outlook to stable...
New research by FasterMarkets forecasts an increase in synthetic graphite production capacity and cuts in China's electric vehicle (EV) subsidy...
The supply of critical minerals for the energy transition, particularly electric vehicles, is the focus of new talks announced between...
Latest News
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...
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.
