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Investment Insights. Stay Ahead.

By Anthony Milewski

Commodities
Nickel needs to start small to go big
global nickel demand set to double to 6 million tonnes by 2040 nickel industry in West struggling with "go big" strategy to meet investor expectations Chinese strategy in Indonesia started small and now global powerhouse Chinese investment in Indonesia turned...
In the Press
Panel Discussion: Investing in the Energy Transition
Panel Discussion: Investing in the Energy Transition
https://youtu.be/mEMQrwLRiR8 In 2021, the COP26 meetings saw many countries committing to further accelerating their decarbonization plans and strengthening emissions reduction targets ahead of the timeline set out in the Paris Agreement. With the accelerated phaseout of coal, there is a...
Agriculture
Why the markets are no longer in control
Why the markets are no longer in control
markets no longer feel like they are in control, no longer able to manage crises global economy means any volatility could become systemic governments have less and less capacity to manage risks for the prepared investor, there will also always...
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.
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.

By Anthony Milewski

Commodities
Nickel needs to start small to go big
Nickel needs to start small to go big
global nickel demand set to double to 6 million tonnes by 2040 nickel industry in West struggling with "go big" strategy to meet investor expectations Chinese strategy in Indonesia started small and now global powerhouse Chinese investment in Indonesia turned...
In the Press
Panel Discussion: Investing in the Energy Transition
Panel Discussion: Investing in the Energy Transition
https://youtu.be/mEMQrwLRiR8 In 2021, the COP26 meetings saw many countries committing to further accelerating their decarbonization plans and strengthening emissions reduction targets ahead of the timeline set out in the Paris Agreement. With the accelerated phaseout of coal, there is a...
Agriculture
Why the markets are no longer in control
Why the markets are no longer in control
markets no longer feel like they are in control, no longer able to manage crises global economy means any volatility could become systemic governments have less and less capacity to manage risks for the prepared investor, there will also always...
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.
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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