https://www.youtube.com/watch?v=tubxugJe_hQ

Russia supplies approx 20% of the world’s Class I nickel, the world's largest producer supply of nickel Class I is expected to face a shortage for the next 3-5 years market shifting to Asia, accounting for 45% of revenue for...

https://youtu.be/FfaHlnpwV_g Anthony Milewski has two passions: the outdoors and investing. At any moment you might find him skiing in France, fly fishing in Alaska, white water rafting in Oregon, or wide awake in the middle of the night analyzing news...

value of global battery chain forecast to increase x10 between 2020-2030, worth US$410billion lithium-ion, nickel manganese cobalt oxide (NMC) share fell form nearly 90% in 2019 to 60% in 2022 Sodium-ion, solid state, manganesium-ion, and other chemistries are being developed...

demand for cobalt forecast to double by 2030, with supply deficit of 32% cobalt demand forecast to increase as EV demand expected to grow 127% concentrated supply chain from Congo and China poses risk in ESG constrained supply scenario, shortfall in...

https://youtu.be/WoPpu40TEPk Anthony Milewski has been a founder, advisor, director, executive and investor. Focused on the global energy transition, he is particularly active in commodities related to decarbonization, including battery metals, energy, and carbon credits. To date, Anthony has raised over...

https://www.youtube.com/watch?v=4RHv8ne-lvI The voluntary carbon markets are a route that many investors and companies are looking at to make a difference. In this episode, Adam Torres talks with Anthony Milewski.

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 the price of carbon permits hit €100 euros per tonne for the first time in...

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, "de-dollarization" could have an increasingly outsized impact on commodities or, is the global economy about...

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 crude oil by 2035 AI improved mining throughput of some companies by 10-20% Artificial Intelligence...

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 silver mine production fell by 5 million ounces in 2022 The global silver market ran...

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 values for copper, cobalt, lithium, graphite and nickel by 2040.