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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.
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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 report, exclusive to members only.
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Investment Insights

Commodities supercycle forecast, Goldman Sachs
Goldman Sachs expects demand for green metals (aluminium, copper, nickel, lithium and cobalt) to accelerate, driven by China and the...
EU announces Critical Raw Materials Act and Net-Zero Industry Act to lead green industrial revolution
The EU has set new, ambitious targets for their critical minerals and net-zero industrial strategies. By 2030, the bloc's strategic...
Global metals & mining outlook upgraded to “stable” by Moody’s
Improving business conditions, despite persistent risk, means Moody's Investors Service has changed its global Metals & Mining outlook to stable...
Graphite demand under pressure in short-term, higher later 2023
New research by FasterMarkets forecasts an increase in synthetic graphite production capacity and cuts in China's electric vehicle (EV) subsidy...
US and EU launch talks on critical minerals strategy
The supply of critical minerals for the energy transition, particularly electric vehicles, is the focus of new talks announced between...
Another aluminium plant to shut down in Europe
Speira is to shut down smelting operations at its Rheinwerk facility in Germany this year and instead invest €30 million...
New $2 billion Green Hydrogen hub planned in Spain by BP
BP have announced plans to invest up to US$2 billion by 2030 in a new green hydrogen cluster in Spain’s...
China manufacturing PMI highest since April 2012
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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