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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.
Read Report

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.
Read Report

Investment Insights

New mines take nearly 18 years to build in 2020-23
The average time to build new mines has increased to 17.9 years — almost 18 years — for new mines coming online...
Kazatomprom, world’s largest uranium producer, cuts 2024 supply guidance, with warnings into 2025
The world's largest producer of uranium, Kazatomprom, has updated it's production guidance from 25,300 tU to 21,750 tU for 2024,...
Investment in global energy transition hits record $1.8 trillion in 2023
Investment in clean energy increased 17% in 2023, to reach $1.77 trillion, according to the latest BloombergNEF report. Electrified transport,...
Renewable energy capacity forecast to increase x2.5 from 2023-2030
The world is set to add more renewable capacity in the next 5 years, than installed in the last 100...
Electric vehicles hit record sales in 2023, despite slowdown
Chinese automaker, BYD, sold 526,409 fully electric vehicles (EVs) in comparison to Tesla’s 484,507 in 4Q 2023. This means BYD...
Sales of electric vehicles set to hit record 14 million in 2023, up 36% from 2022
An estimated 94 million new electric cars, trucks and buses are forecast to be added to the global fleet in...
22 countries to triple nuclear energy capacity by 2050
More than 20 countries, across 4 continents, have pledged to triple global nuclear capacity by 2050. The countries signed up...
US tightens restrictions on critical minerals and electric battery parts from China
The US Treasury has announced that any electric battery manufactured in the US that includes components or critical minerals extracted...

Latest Insights

Gold: the real thing? (by Simon Catt)
US miners vs US automakers
Is there enough tin supply to hold the tech revolution together?
The great nickel trade war
In gold miners we (don’t yet) trust
PDAC 2024: the government is here to help
Germany struggles to avoid another geopolitical disaster, this time over critical minerals
The West’s pursuit of Rare Earths hits resistance from China
America’s current critical mineral strategy threatens disaster
Kazatomprom, world’s largest uranium producer, flashes red
Is ammonia the answer to hydrogen energy’s problems?
Metal inventories, we have a problem
Inside the accelerating global race for lithium
Deep-sea mining is coming, whether the environmental lobby like it or not
The canary in the gallium and germanium mine
The Energy Transition disrupted
Will the Inflation Reduction Act survive America’s 2024 election?
Where will new uranium supply come from?
Will the US and Indonesia sign a free trade deal?
Lessons on hydrogen energy’s ambition vs reality from South Korea
How to invest in cobalt
Military rearmament is just getting started — without enough critical minerals
Renewable Energy vs Interest Rates
Platinum’s supply and demand crisis has started
Latin America’s “Lithium Triangle”: opportunities and risks for US investors
How to invest in nickel
The mining industry is running out of miners
Manganese: the forgotten metal set to electrify markets
The critical mineral wars are coming
Can Artificial Intelligence save the insurance industry from wildfires?
Critical mineral listing too late to secure copper supply
Australia’s mining industry pivots to US investors
Are nuclear small modular reactors too good to be true?
Niger crisis is a warning, commodity conflict is coming
Lift off for global helium market
A lot more copper needed to expand global electricity grid
Nickel supply has a Russia problem
Which critical minerals will power NextGen electric batteries
Don’t count cobalt out in the long-term
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
What would “Peak Green” mean for commodity investors
What does de-dollarization mean for commodity investors?
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
Can the London Metal Exchange nickel contract survive?
The Nuclear Renaissance
EU’s $1.1 trillion climate plan to supercharge commodities trade
The Great Game for Kazakhstan’s resources
The critical role of China in the global energy transition
Plugging Canada into America’s battery belt
PDAC key takeaways: mining goes long on optimism
Graphite mining at turning point
Can America’s old copper mines meet this century’s copper demand?
Stellar electric vehicle sales keep focus on tight metal markets
The emerging lithium powerhouse you never heard of
The great Gold Rush of 2023
Unlocking the opportunity in mining permits
Navigating commodity investing in a recession
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
One thing investors need to know before investing in Africa
Markets are too comfortable with the supply of nickel
Copper demand set to electrify prices
Aluminium supply shutting down as demand set to rise
The new American century
America sets sails to meet global LNG demand
Agtech is the future of the fertilizer industry
Semiconductors are going global
Predicting Climate Change disasters with Artificial intelligence
What deglobalization means for green metals
Introduction to investing in hydrogen energy

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Apr 16, 2024
Podcast: Nickel 28 CEO Anthony Milewski on battery metals, EVs and green nickel
Apr 15, 2024
New mines take nearly 18 years to build in 2020-23
Apr 13, 2024
Gold: the real thing? (by Simon Catt)

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