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Critical Minerals and Energy Intelligence. Stay Ahead.

Solar Power

China to break solar installation record in 2024
Solar power installations in China are expected to reach 230-260 GW in 2024, breaking previous records, according to China Photovoltaic Industry Association. The last record was 217GW in 2023. The new installations will be driven by development of desert power...
$100 Silver (Guest post by Simon Catt)
$100 Silver (Guest post by Simon Catt)
Guest post: Simon is a director of Arlington Group Asset Management Limited. He has over three decades of investment banking and capital markets experience between Canada, the UK and Australia. Persistence is omnipotent, but it sure is nice to be in...
Global renewable energy capacity to increase nearly x3 by 2030
Global renewable energy capacity to increase nearly x3 by 2030
Renewable energy will account for almost half of global electricity generation by 2030, with the share of wind and solar PV doubling to 30%, according to the latest IEA report. Renewable capacity is forecast to grow x2.7 by 2030, nearly...
Why are antimony prices exploding
Why are antimony prices exploding
A supply shortage has triggered the steepest rally in price "ever recorded" in the global antimony market since April, according to FastMarkets who began recording prices from January 1980. In May, prices reached US$17,588.88 per metric ton of antimony ingot,...
Silver, a precious industrial metal
Silver, a precious industrial metal
Sponsored spotlight: Mithril Silver and Gold Ltd is a precious metals exploration company developing one of the highest-grade silver jurisdictions in Mexico’s Sierra Madre Gold Silver Trend with multi-million ounce district potential for silver and gold. Find out more: Mithril...
The West’s pursuit of Rare Earths hits resistance from China
The West’s pursuit of Rare Earths hits resistance from China
The paradoxical truth about rare earth elements is that they are not rare at all, yet existing supply chains mean they are, in fact, extremely vulnerable to sudden, acute scarcity. China dominates the rare earth market: it’s responsible for 70%...
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...
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...
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...
The rise of silver: solar demand and dollar constraints
The rise of silver: solar demand and dollar constraints
silver market deficit in 2022 the "largest" on record industrial use of silver approx 40%, and this expected to rise, driven by PVs and EVs silver mine production fell by 5 million ounces in 2022 The global silver market ran...
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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Solar Power

China to break solar installation record in 2024
China to break solar installation record in 2024
Solar power installations in China are expected to reach 230-260 GW in 2024, breaking previous records, according to China Photovoltaic Industry Association. The last record was 217GW in 2023. The new installations will be driven by development of desert power...
$100 Silver (Guest post by Simon Catt)
$100 Silver (Guest post by Simon Catt)
Guest post: Simon is a director of Arlington Group Asset Management Limited. He has over three decades of investment banking and capital markets experience between Canada, the UK and Australia. Persistence is omnipotent, but it sure is nice to be in...
Global renewable energy capacity to increase nearly x3 by 2030
Global renewable energy capacity to increase nearly x3 by 2030
Renewable energy will account for almost half of global electricity generation by 2030, with the share of wind and solar PV doubling to 30%, according to the latest IEA report. Renewable capacity is forecast to grow x2.7 by 2030, nearly...
Why are antimony prices exploding
Why are antimony prices exploding
A supply shortage has triggered the steepest rally in price "ever recorded" in the global antimony market since April, according to FastMarkets who began recording prices from January 1980. In May, prices reached US$17,588.88 per metric ton of antimony ingot,...
Silver, a precious industrial metal
Silver, a precious industrial metal
Sponsored spotlight: Mithril Silver and Gold Ltd is a precious metals exploration company developing one of the highest-grade silver jurisdictions in Mexico’s Sierra Madre Gold Silver Trend with multi-million ounce district potential for silver and gold. Find out more: Mithril...
The West’s pursuit of Rare Earths hits resistance from China
The West’s pursuit of Rare Earths hits resistance from China
The paradoxical truth about rare earth elements is that they are not rare at all, yet existing supply chains mean they are, in fact, extremely vulnerable to sudden, acute scarcity. China dominates the rare earth market: it’s responsible for 70%...
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...
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...
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...
The rise of silver: solar demand and dollar constraints
The rise of silver: solar demand and dollar constraints
silver market deficit in 2022 the "largest" on record industrial use of silver approx 40%, and this expected to rise, driven by PVs and EVs silver mine production fell by 5 million ounces in 2022 The global silver market ran...
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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