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Investment Insights. Stay Ahead.

Recycling

Platinum’s supply and demand crisis has started
record 1 million ounces platinum deficit expected in 2023 two largest global producers of platinum, Russia and South Africa, have long term structural problems platinum demand for hydrogen energy expected to increase significantly Platinum is expected to reach a record...
Recycling critical minerals: more mining needed
Recycling critical minerals: more mining needed
demand for critical minerals forecast to be as much as x4 current demand by 2040 the industry is struggling to build mines fast enough, so recycling will be essential for long-term supply it can take up 20 years before an...
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.

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Recycling

Platinum’s supply and demand crisis has started
Platinum’s supply and demand crisis has started
record 1 million ounces platinum deficit expected in 2023 two largest global producers of platinum, Russia and South Africa, have long term structural problems platinum demand for hydrogen energy expected to increase significantly Platinum is expected to reach a record...
Recycling critical minerals: more mining needed
Recycling critical minerals: more mining needed
demand for critical minerals forecast to be as much as x4 current demand by 2040 the industry is struggling to build mines fast enough, so recycling will be essential for long-term supply it can take up 20 years before an...
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.

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

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Oct 15, 2024
80% of US financial support to mining industry is for new mine development
Oct 14, 2024
Electric battery demand for cobalt, graphite, nickel could more than triple by 2030; lithium to quadruple
Oct 13, 2024
Tin & Antimony: Supply, Demand, and Challenges

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