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Critical Minerals and Energy Intelligence. Stay Ahead.

Oil

A record of 500GW of renewable energy to be added in 2023
Investment in clean energy has increased 40% since 2020, with a record of more than 500GW of renewable generation capacity added in 2023 alone, according to the latest IEA Energy Outlook report. In particular: in 2020, one in 25 cars...
The critical mineral wars are coming
The critical mineral wars are coming
production and processing of critical minerals more globally concentrated than oil and natural gas US completely reliant on imports for 12 critical minerals and more than 50% dependent on foreign sources for additional 31 growing geopolitical tensions and realignment has...
Commodity ETFs post first back-to-back inflows since Q1 2022
Commodity ETFs post first back-to-back inflows since Q1 2022
20 of the world's largest broad-based commodity exchange traded funds (ETFs) have seen positive net investments of US$1 billion over July-August, 2023 — after almost a year of outflows, according to Bloomberg. Over the past five quarters, the same 20 ETFs...
Diesel prices start to rise again globally
Diesel prices start to rise again globally
The cost of diesel in the US appears to have bottomed out and begun to rise across the country, according to the latest figures from EIA — with a similar picture across Europe and Asia. Some of the latest reasons impacting...
The rise of India
The rise of India
one of fastest growing economies in world, projected to average 6.3% annually 2021–3 robust domestic demand and strong investment activity, bolstered by government incentives large, young and well-educated population; world’s most populous country well-regulated exchanges and commodity trading growing fast...
What would “Peak Green” mean for commodity investors
What would “Peak Green” mean for commodity investors
investment in energy transition forecast to reach $1.7 trillion in 2023, just over a third of what's needed to reach net-zero targets signs political momentum behind energy transition in US, China, Europe is slowing UK has admitted it won't hit...
What does de-dollarization mean for commodity investors?
What does de-dollarization mean for commodity investors?
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...
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...
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...
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...
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...
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.

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Subscribe for the macro, so you can invest in the micro

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Oil

A record of 500GW of renewable energy to be added in 2023
A record of 500GW of renewable energy to be added in 2023
Investment in clean energy has increased 40% since 2020, with a record of more than 500GW of renewable generation capacity added in 2023 alone, according to the latest IEA Energy Outlook report. In particular: in 2020, one in 25 cars...
The critical mineral wars are coming
The critical mineral wars are coming
production and processing of critical minerals more globally concentrated than oil and natural gas US completely reliant on imports for 12 critical minerals and more than 50% dependent on foreign sources for additional 31 growing geopolitical tensions and realignment has...
Commodity ETFs post first back-to-back inflows since Q1 2022
Commodity ETFs post first back-to-back inflows since Q1 2022
20 of the world's largest broad-based commodity exchange traded funds (ETFs) have seen positive net investments of US$1 billion over July-August, 2023 — after almost a year of outflows, according to Bloomberg. Over the past five quarters, the same 20 ETFs...
Diesel prices start to rise again globally
Diesel prices start to rise again globally
The cost of diesel in the US appears to have bottomed out and begun to rise across the country, according to the latest figures from EIA — with a similar picture across Europe and Asia. Some of the latest reasons impacting...
The rise of India
The rise of India
one of fastest growing economies in world, projected to average 6.3% annually 2021–3 robust domestic demand and strong investment activity, bolstered by government incentives large, young and well-educated population; world’s most populous country well-regulated exchanges and commodity trading growing fast...
What would “Peak Green” mean for commodity investors
What would “Peak Green” mean for commodity investors
investment in energy transition forecast to reach $1.7 trillion in 2023, just over a third of what's needed to reach net-zero targets signs political momentum behind energy transition in US, China, Europe is slowing UK has admitted it won't hit...
What does de-dollarization mean for commodity investors?
What does de-dollarization mean for commodity investors?
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...
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...
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...
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...
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...
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.

Follow for more

Twitter Linkedin Rss

Subscribe for the macro, so you can invest in the micro

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

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