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Investment Insights. Stay Ahead.

By Anthony Milewski

Commodities
Graphite mining at turning point
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 to 8 million tons by 2040.
In the Press
The Northern Miner Podcast: Should governments be funding mines? ft Nickel 28’s Anthony Milewski
The Northern Miner Podcast: Should governments be funding mines? ft Nickel 28’s Anthony Milewski
This week’s episode features Nickel 28 chairman Anthony Milewski on recent developments in industrial metals, particularly in the United States following the Inflation Reduction Act legislation.
Copper
Can America’s old copper mines meet this century’s copper demand?
Can America’s old copper mines meet this century’s copper demand?
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 keep up.
In the Press
Talking to an Anthony Milewski about Market Conditions, Carbon Credits, Commodities
Talking to an Anthony Milewski about Market Conditions, Carbon Credits, Commodities
https://www.youtube.com/watch?v=9bdm4aLoFHs In this episode we have a returning who appeared in June 2022 (Episode 248). Anthony Milewski, Chairman of Nickel 28 who are an innovative battery metals focused investment vehicle with a focus on metal streaming and royalty agreements offering...
Cobalt
Stellar electric vehicle sales keep focus on tight metal markets
Stellar electric vehicle sales keep focus on tight metal markets
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 US$300 billion by 2030* by 2030, demand could outstrip supply in cobalt by 32%, nickel...
Commodities
The emerging lithium powerhouse you never heard of
The emerging lithium powerhouse you never heard of
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 world's largest hard rock lithium reserves China has invested over US$1.4 billion in Zimbabwe lithium...
In the Press
The Power of Investing in Battery Metals and Carbon Credits
The Power of Investing in Battery Metals and Carbon Credits
https://www.youtube.com/watch?v=9AVc1dog2k4 Martin Piskoric and Anthony Milewski discuss the potential benefits of investing in battery metals, MHP nickel production, carbon credits, and reusable batteries. Anthony is an experienced investor in the sector, having invested money into some of the most promising...
Commodities
The great Gold Rush of 2023
The great Gold Rush of 2023
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, but development of new mines has stalled the great gold rush of 2023 is upon...
Cobalt
Unlocking the opportunity in mining permits
Unlocking the opportunity in mining permits
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 benefits for ESG mines higher than "traditional" mines governments in the West promising to speed...
Commodities
Navigating commodity investing in a recession
Navigating commodity investing in a recession
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 not all commodities are the same, timing is key The big question for every investor...
Energy Transition
The year the energy transition began
The year the energy transition began
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 meet coming demand The Oregon Group was set up to take advantage of a pivotal,...
Cobalt
What the end of zero-Covid in China means for commodities
What the end of zero-Covid in China means for commodities
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 timing will be everything China has announced significant measures loosening its zero-Covid policy, with major...
Commodities
The road out of the global diesel crisis
The road out of the global diesel crisis
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 prices impacting manufacturing, down 1.2% in October, year-on-year electric vehicles, hydrogen power and biofuels offer...
Picture of Anthony Milewski

Anthony Milewski

Anthony Milewski has spent his entire career in the capital markets, including as company CEO, board director, advisor, founder and investor, with a focus on the energy transition and commodities.

Follow for more

Twitter Linkedin Youtube Rss

Stay Ahead

Subscribe and get today’s market and industry trends delivered to you in real-time.

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By Anthony Milewski

Commodities
Graphite mining at turning point
Graphite mining at turning point
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 to 8 million tons by 2040.
In the Press
The Northern Miner Podcast: Should governments be funding mines? ft Nickel 28’s Anthony Milewski
The Northern Miner Podcast: Should governments be funding mines? ft Nickel 28’s Anthony Milewski
This week’s episode features Nickel 28 chairman Anthony Milewski on recent developments in industrial metals, particularly in the United States following the Inflation Reduction Act legislation.
Copper
Can America’s old copper mines meet this century’s copper demand?
Can America’s old copper mines meet this century’s copper demand?
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 keep up.
In the Press
Talking to an Anthony Milewski about Market Conditions, Carbon Credits, Commodities
Talking to an Anthony Milewski about Market Conditions, Carbon Credits, Commodities
https://www.youtube.com/watch?v=9bdm4aLoFHs In this episode we have a returning who appeared in June 2022 (Episode 248). Anthony Milewski, Chairman of Nickel 28 who are an innovative battery metals focused investment vehicle with a focus on metal streaming and royalty agreements offering...
Cobalt
Stellar electric vehicle sales keep focus on tight metal markets
Stellar electric vehicle sales keep focus on tight metal markets
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 US$300 billion by 2030* by 2030, demand could outstrip supply in cobalt by 32%, nickel...
Commodities
The emerging lithium powerhouse you never heard of
The emerging lithium powerhouse you never heard of
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 world's largest hard rock lithium reserves China has invested over US$1.4 billion in Zimbabwe lithium...
In the Press
The Power of Investing in Battery Metals and Carbon Credits
The Power of Investing in Battery Metals and Carbon Credits
https://www.youtube.com/watch?v=9AVc1dog2k4 Martin Piskoric and Anthony Milewski discuss the potential benefits of investing in battery metals, MHP nickel production, carbon credits, and reusable batteries. Anthony is an experienced investor in the sector, having invested money into some of the most promising...
Commodities
The great Gold Rush of 2023
The great Gold Rush of 2023
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, but development of new mines has stalled the great gold rush of 2023 is upon...
Cobalt
Unlocking the opportunity in mining permits
Unlocking the opportunity in mining permits
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 benefits for ESG mines higher than "traditional" mines governments in the West promising to speed...
Commodities
Navigating commodity investing in a recession
Navigating commodity investing in a recession
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 not all commodities are the same, timing is key The big question for every investor...
Energy Transition
The year the energy transition began
The year the energy transition began
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 meet coming demand The Oregon Group was set up to take advantage of a pivotal,...
Cobalt
What the end of zero-Covid in China means for commodities
What the end of zero-Covid in China means for commodities
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 timing will be everything China has announced significant measures loosening its zero-Covid policy, with major...
Commodities
The road out of the global diesel crisis
The road out of the global diesel crisis
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 prices impacting manufacturing, down 1.2% in October, year-on-year electric vehicles, hydrogen power and biofuels offer...
Picture of Anthony Milewski

Anthony Milewski

Anthony Milewski has spent his entire career in the capital markets, including as company CEO, board director, advisor, founder and investor, with a focus on the energy transition and commodities.

Follow for more

Twitter Linkedin Youtube Rss

Stay Ahead

Subscribe and get today’s market and industry trends delivered to you in real-time.

[mepr-membership-registration-form id="4595"]
Mar 05, 2026
PDAC 2026: I was in the room. I was at the dinner. Save this.
Mar 03, 2026
Data centres are looking upstream for Canada’s uranium
Mar 02, 2026
Innovation alone won’t fix the energy transition

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