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Investment Insights. Stay Ahead.

By Anthony Milewski

Agriculture
One thing investors need to know before investing in Africa
Africa is a continent of vast opportunity and investors are starting to notice. But there’s one thing investors need to know.
Commodities
Markets are too comfortable with the supply of nickel
Markets are too comfortable with the supply of nickel
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 difficult for supply to keep up.
Commodities
Copper demand set to electrify prices
Copper demand set to electrify prices
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.
In the Press
Protecting the Earth Using Carbon Credits with Anthony Milewski
Protecting the Earth Using Carbon Credits with Anthony Milewski
Mr. Milewski has spent his career in various aspects of the mining industry, including as a company director, advisor, founder and investor.  In particular, he has been active in the battery metals industry including investing in cobalt and actively trading...
Commodities
Aluminium supply shutting down as demand set to rise
Aluminium supply shutting down as demand set to rise
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 in the market over the next few years, but prices will stay high in the...
Agriculture
The new American century
The new American century
Destablizing shocks present an historic economic opportunity for America. And, most importantly for investors, they appear to be seizing it.
In the Press
Investing in the Energy Transition – Anthony Milewski
Investing in the Energy Transition – Anthony Milewski
Presentation and the other panels, and interviews that are part of the 121 Global Online Tech Metals event. Panellist: Anthony Milewski, Chairman, Nickel 28
Commodities
America sets sails to meet global LNG demand
America sets sails to meet global LNG demand
In 2022, America became the world’s largest exporter of liquified natural gas (LNG). It is a unique opportunity for investors, with demand for US LNG forecast to more than double by 2030 as global demand is expected to rise nearly...
Agriculture
Agtech is the future of the fertilizer industry
Agtech is the future of the fertilizer industry
The global fertilizer market is forecast to grow 12% in 2022 to be worth more than US$193 billion, in comparison with 2021 — and increase to US$240 billion by 2030. This is where Agtech — agriculture technology — comes in, which...
Investment Insights
Semiconductors are going global
Semiconductors are going global
The global semiconductor industry is projected to be worth over US$1 trillion, with an average of 6-8% growth a year, by 2030. This year alone, semiconductor growth is expected to increase 16.3%, to reach a record value of US$646 billion.
Energy Transition
Predicting Climate Change disasters with Artificial intelligence
Predicting Climate Change disasters with Artificial intelligence
The global insurance market is forecast to grow at 6% a year, worth US$4.5 trillion in 2020 and forecast to be valued over US$6 trillion in 2025. But climate change poses significant risks to this growth — and an opportunity for...
In the Press
Looking Beyond the EV Revolution 
Looking Beyond the EV Revolution 
Interview with Anthony Milewski, Chairman, Nickel 28 and The Oregon Group. Read original interview with The Assay here. Carbonization is the theme of the day. What are some of the main commodities that you’re bullish on? And what do you...
Cobalt
What deglobalization means for green metals
What deglobalization means for green metals
The prices of green metals this year spiked to some of their highest ever levels, sending shockwaves across the global economy. As we predicted, there has been a pullback in what will continue to be a volatile marketplace, but the...
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.

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Stay Ahead

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

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By Anthony Milewski

Agriculture
One thing investors need to know before investing in Africa
One thing investors need to know before investing in Africa
Africa is a continent of vast opportunity and investors are starting to notice. But there’s one thing investors need to know.
Commodities
Markets are too comfortable with the supply of nickel
Markets are too comfortable with the supply of nickel
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 difficult for supply to keep up.
Commodities
Copper demand set to electrify prices
Copper demand set to electrify prices
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.
In the Press
Protecting the Earth Using Carbon Credits with Anthony Milewski
Protecting the Earth Using Carbon Credits with Anthony Milewski
Mr. Milewski has spent his career in various aspects of the mining industry, including as a company director, advisor, founder and investor.  In particular, he has been active in the battery metals industry including investing in cobalt and actively trading...
Commodities
Aluminium supply shutting down as demand set to rise
Aluminium supply shutting down as demand set to rise
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 in the market over the next few years, but prices will stay high in the...
Agriculture
The new American century
The new American century
Destablizing shocks present an historic economic opportunity for America. And, most importantly for investors, they appear to be seizing it.
In the Press
Investing in the Energy Transition – Anthony Milewski
Investing in the Energy Transition – Anthony Milewski
Presentation and the other panels, and interviews that are part of the 121 Global Online Tech Metals event. Panellist: Anthony Milewski, Chairman, Nickel 28
Commodities
America sets sails to meet global LNG demand
America sets sails to meet global LNG demand
In 2022, America became the world’s largest exporter of liquified natural gas (LNG). It is a unique opportunity for investors, with demand for US LNG forecast to more than double by 2030 as global demand is expected to rise nearly...
Agriculture
Agtech is the future of the fertilizer industry
Agtech is the future of the fertilizer industry
The global fertilizer market is forecast to grow 12% in 2022 to be worth more than US$193 billion, in comparison with 2021 — and increase to US$240 billion by 2030. This is where Agtech — agriculture technology — comes in, which...
Investment Insights
Semiconductors are going global
Semiconductors are going global
The global semiconductor industry is projected to be worth over US$1 trillion, with an average of 6-8% growth a year, by 2030. This year alone, semiconductor growth is expected to increase 16.3%, to reach a record value of US$646 billion.
Energy Transition
Predicting Climate Change disasters with Artificial intelligence
Predicting Climate Change disasters with Artificial intelligence
The global insurance market is forecast to grow at 6% a year, worth US$4.5 trillion in 2020 and forecast to be valued over US$6 trillion in 2025. But climate change poses significant risks to this growth — and an opportunity for...
In the Press
Looking Beyond the EV Revolution 
Looking Beyond the EV Revolution 
Interview with Anthony Milewski, Chairman, Nickel 28 and The Oregon Group. Read original interview with The Assay here. Carbonization is the theme of the day. What are some of the main commodities that you’re bullish on? And what do you...
Cobalt
What deglobalization means for green metals
What deglobalization means for green metals
The prices of green metals this year spiked to some of their highest ever levels, sending shockwaves across the global economy. As we predicted, there has been a pullback in what will continue to be a volatile marketplace, but the...
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"]

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