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Investment Insights. Stay Ahead.

Inflation Reduction Act

US miners vs US automakers
US miners and US automakers are on a collision course over supply of critical minerals for electric batteries.  The reason: a “flood” of electric vehicles from China. Chinese electric vehicle exports threaten to divide US automakers and miners over the...
America’s current critical mineral strategy threatens disaster
America’s current critical mineral strategy threatens disaster
What would happen if global critical mineral supply fragmented due to geopolitical shocks? In a worst-case scenario with global markets splitting into two blocs, based on the 2022 UN vote on Russia’s war in Ukraine — the “US-Europe+ bloc” and...
Will the Inflation Reduction Act survive America’s 2024 election?
Will the Inflation Reduction Act survive America’s 2024 election?
there is a political weakness at the foundation of the Inflation Reduction Act — it was passed only with Democrat party votes Republicans signaled plans to “gut” the legislation if elected but the mining industry, regardless of who wins, is set...
Will the US and Indonesia sign a free trade deal?
Will the US and Indonesia sign a free trade deal?
US and Indonesia in talks for critical minerals trade deal Indonesia largest nickel producer in the world, second largest cobalt producer significant domestic opposition over influence of China The US and Indonesia are in talks on a potential critical minerals...
Renewable Energy vs Interest Rates
Renewable Energy vs Interest Rates
US$280billion pulled from clean energy stocks since 2022 renewable energy firms sounding alarm over rising costs expect a significant industry shake up, with new risks and opportunities More than US$280billion has been pulled from clean energy stocks since an all...
Australia’s mining industry pivots to US investors
Australia’s mining industry pivots to US investors
Australia in top 3 global reserves of in-demand critical minerals, including zinc, lithium, nickel and cobalt plans A$500 million (US$336.7 million) government investment for critical mineral projects cumulative investment between US and Australia worth more than US$960 billion It’s no...
US metals demand set to soar on Biden’s big bets on clean economy
US metals demand set to soar on Biden’s big bets on clean economy
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.
Plugging Canada into America’s battery belt
Plugging Canada into America’s battery belt
America’s Battery Belt is booming. But, importantly for investors, it’s still missing one essential piece of the puzzle right at the start of the supply chain. Critical minerals.
Can America’s old copper mines meet this century’s copper demand?
Can America’s old copper mines meet this century’s copper demand?
The energy transition will need more copper than all the world has consumed from 1900-2021. The problem (and opportunity for investors): supply is struggling to keep up.

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Inflation Reduction Act

US miners vs US automakers
US miners vs US automakers
US miners and US automakers are on a collision course over supply of critical minerals for electric batteries.  The reason: a “flood” of electric vehicles from China. Chinese electric vehicle exports threaten to divide US automakers and miners over the...
America’s current critical mineral strategy threatens disaster
America’s current critical mineral strategy threatens disaster
What would happen if global critical mineral supply fragmented due to geopolitical shocks? In a worst-case scenario with global markets splitting into two blocs, based on the 2022 UN vote on Russia’s war in Ukraine — the “US-Europe+ bloc” and...
Will the Inflation Reduction Act survive America’s 2024 election?
Will the Inflation Reduction Act survive America’s 2024 election?
there is a political weakness at the foundation of the Inflation Reduction Act — it was passed only with Democrat party votes Republicans signaled plans to “gut” the legislation if elected but the mining industry, regardless of who wins, is set...
Will the US and Indonesia sign a free trade deal?
Will the US and Indonesia sign a free trade deal?
US and Indonesia in talks for critical minerals trade deal Indonesia largest nickel producer in the world, second largest cobalt producer significant domestic opposition over influence of China The US and Indonesia are in talks on a potential critical minerals...
Renewable Energy vs Interest Rates
Renewable Energy vs Interest Rates
US$280billion pulled from clean energy stocks since 2022 renewable energy firms sounding alarm over rising costs expect a significant industry shake up, with new risks and opportunities More than US$280billion has been pulled from clean energy stocks since an all...
Australia’s mining industry pivots to US investors
Australia’s mining industry pivots to US investors
Australia in top 3 global reserves of in-demand critical minerals, including zinc, lithium, nickel and cobalt plans A$500 million (US$336.7 million) government investment for critical mineral projects cumulative investment between US and Australia worth more than US$960 billion It’s no...
US metals demand set to soar on Biden’s big bets on clean economy
US metals demand set to soar on Biden’s big bets on clean economy
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.
Plugging Canada into America’s battery belt
Plugging Canada into America’s battery belt
America’s Battery Belt is booming. But, importantly for investors, it’s still missing one essential piece of the puzzle right at the start of the supply chain. Critical minerals.
Can America’s old copper mines meet this century’s copper demand?
Can America’s old copper mines meet this century’s copper demand?
The energy transition will need more copper than all the world has consumed from 1900-2021. The problem (and opportunity for investors): supply is struggling to keep up.

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