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Critical Minerals and Energy Intelligence. Stay Ahead.

Hydrogen

Global investment in hydrogen energy is reaching historic highs of hundreds of billions of dollars.

Demand is driven by global net-zero targets and the push to move away from fossil fuels. Japan and South Korea have led the way with ambitious hydrogen energy economic plans, but Europe, the US and China are all now investing heavily in it’s potential across heavy industry to transport. 

But risks remain, especially in a technology largely untested on such a scale against many cheaper competitors.

Our latest in-depth analysis on hydrogen energy:

Lessons on hydrogen energy’s ambition vs reality from South Korea
Is ammonia the answer to hydrogen energy’s problems?

Stay ahead of the market with our regular investment insights into hydrogen:

Global hydrogen subsidies grow x4, increase $280 billion in 2023
Announced subsidies for low-carbon hydrogen have increased four times in the last two years, to US$280 billion, according to a...
NextEra Energy looking to make huge $20 billion bet on green hydrogen
The most valuable US power company, NextEra Energy, is reportedly focusing on green energy for new growth. The new strategy...
New $2 billion Green Hydrogen hub planned in Spain by BP
BP have announced plans to invest up to US$2 billion by 2030 in a new green hydrogen cluster in Spain’s...
India approves US$2.3 billion to support green hydrogen energy production, to create global hub
India's cabinet has approved the "National Green Hydrogen Mission", to make India a global green hydrogen hub by 2030, including:...
Can the US match China’s critical mineral stockpiles?
China's strategic reserves of critical minerals, including copper and nickel, are estimated to be more than 35% to 133% of...
Apple halts critical mineral sourcing from DR Congo and Rwanda
Apple Inc. has announced the suspension of its tin, tantalum, tungsten, and gold (3TG) supply from the Democratic Republic of...
Silver Deficit: Mining Opportunities in Bolivia
The discovery of Cerro Rico, or “Rich Mountain”, in Potosí, Bolivia, in 1545, transformed the global silver market. This single...
Gold set for best performance in more than 10 years
Gold is set for its best annual performance in more than 10 years, up 28% in November 2024, according to...

Latest Market Analysis:

The end of net-zero targets
Are equities the new way to play Crypto: The rise of MicroStrategy and other access products
Athabasca Basin: the cornerstone of Western uranium supply and US national security
Can the US match China’s critical mineral stockpiles?
Silver Deficit: Mining Opportunities in Bolivia
The UK’s critical mineral and energy supply, between revolution and disaster
Please God just give us one more bull market, I promise not to blow it this time
Mining for a Sustainable Future: Balancing Clean Energy Demand and Environmental Responsibility
Crypto: the great experiment with a digital commodity
Trump wants to make mining American again
Never fall in love. Never forget to sell. ABS is the key to making money.
Mining in Mexico, no more uncertainty
Volatility hits critical Zinc supply
$100 Silver (Guest post by Simon Catt)
Nuclear Energy is back
Psst, your mining CEO isn’t a “scumbag”, even if Twitter tells you so
Will Africa’s “Copper Express” ever be built?
The Art of Betting on Maybe, Junior Miners as an Options Trade
Why are antimony prices exploding
Where will fluorspar for US-made EVs come from?
The hunt for scandium has started
The gold price, only one thing can stop it
Turning critical minerals into free range eggs
Copper rally: why the Small Caps will benefit the most
Silver eggs and red squirrels
Refining is the chokepoint
Silver, a precious industrial metal
Fluorspar: the EV critical mineral no one has heard of
Big mining M&As too late to stop critical mineral supply crisis
Russia’s military scramble for African critical minerals
Artificial Intelligence and the next critical mineral supercycle
Gold: the real thing? (by Simon Catt)
US miners vs US automakers
Is there enough tin supply to hold the tech revolution together?
The great nickel trade war
In gold miners we (don’t yet) trust
PDAC 2024: the government is here to help
Germany struggles to avoid another geopolitical disaster, this time over critical minerals
The West’s pursuit of Rare Earths hits resistance from China
America’s current critical mineral strategy threatens disaster
Kazatomprom, world’s largest uranium producer, flashes red
Is ammonia the answer to hydrogen energy’s problems?
Metal inventories, we have a problem
Inside the accelerating global race for lithium
Deep-sea mining is coming, whether the environmental lobby like it or not
The canary in the gallium and germanium mine
The Energy Transition disrupted
Will the Inflation Reduction Act survive America’s 2024 election?
Where will new uranium supply come from?
Will the US and Indonesia sign a free trade deal?
Lessons on hydrogen energy’s ambition vs reality from South Korea
How to invest in cobalt
Military rearmament is just getting started — without enough critical minerals
Renewable Energy vs Interest Rates
Platinum’s supply and demand crisis has started
Latin America’s “Lithium Triangle”: opportunities and risks for US investors
How to invest in nickel
The mining industry is running out of miners
Manganese: the forgotten metal set to electrify markets
The critical mineral wars are coming
Can Artificial Intelligence save the insurance industry from wildfires?
Critical mineral listing too late to secure copper supply
Australia’s mining industry pivots to US investors
Are nuclear small modular reactors too good to be true?
Niger crisis is a warning, commodity conflict is coming
Lift off for global helium market
A lot more copper needed to expand global electricity grid
Nickel supply has a Russia problem
Which critical minerals will power NextGen electric batteries
Don’t count cobalt out in the long-term
The rise of India
US Military and Critical Minerals: The New Arms Race
Cross Border Carbon Tariffs are coming. This is what investors need to know
What would “Peak Green” mean for commodity investors
What does de-dollarization mean for commodity investors?
The AI Revolution in Mining: Opportunities and Risks
The rise of silver: solar demand and dollar constraints
US metals demand set to soar on Biden’s big bets on clean economy
Recycling critical minerals: more mining needed
Can the London Metal Exchange nickel contract survive?

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Jan 16, 2025
Rio Tinto and Glencore held talks for potential mining mega-merger
Jan 15, 2025
Canada pushes US critical mineral alliance to counter Trump’s tariff threat
Jan 14, 2025
The end of net-zero targets

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