Commodity firms Glencore, Pelagic and Rio Tinto emphasise ESG principles
While sustainability, transparency and good governance has been a growing trend, private equity and hedge funds have incorporated ESG principles in their investment decisions, discounting or emphasizing this information as they would any other financial input. As such, this bull market has really seen mining majors emphasising ESG principles and taking their plans to shareholders. […]
Nickel off its highs – but why?
Global nickel resources are currently estimated at almost 300 million tonnes with more than two million tonnes of new or primary nickel produced and used annually. While more than 25 countries can claim nickel production, just five countries account for over 50% of total supply, namely: Australia, Indonesia, South Africa, Russia and Canada. The overwhelming […]
What are 5G metals and why should investors take note?
Once known only to investors familiar with the fast-expanding global telecom industry, today Huawei is a household name. US and Chinese tensions flared in 2018 shining the spotlight on the Chinese company. Why did Huawei become the symbol of the breakdown of the global trading system? And more than that, how did this telecom company […]
Purpose-fit investment marketing strategies for millennials
Millennials are changing investor behaviour and there are massive growth opportunities for those companies looking to attract retail investors who choose to fine-tune their millennial investment marketing strategies. The composition of investors in the retail investor community is changing, with millennials poised to become an increasingly important client target market. For companies seeking to tap […]
What does a Biden Presidency hold for the mining and metals sector?
After a nail-biting election, we now know that Joe Biden will be the 46th President of the United States. What changes do we expect his leadership will bring to the mining and energy sector? On day 1 of the Biden Administration he is expected to take immediate actions to set new limits on methane pollution […]
Tesla: EV manufacturer, now lithium miner?
A push into mining is at the centre of Tesla’s plan to cut battery costs and deliver on a promise to bring a USD25,000 electric vehicle to market Taking control of the supply chain Tesla’s decision to make its own battery cells, and to enter production of battery cathodes and associated raw materials, is intended […]
The importance of African cobalt in an electric economy
Despite the recent trend reversal which saw cobalt plummet from a high of $93,250/tonne in April 2018 to $28500/tonne in July 2020, cobalt remains a vital input in order to realise an electric economy. While we believe that cobalt projects outside of the main cobalt basins certainly have their place and may indeed fill some […]
Raw materials make up the lion share of NCM811 lithium cathodes’ costs
Earlier this week, we published an article on the circular economy and possible shortcomings. The European Union, as well as other economies stress the importance of recycling as an alternative to primary production of key raw material inputs for the lithium battery sector. Focusing on the EU in particular, if the EU Commission’s new […]
Analysis of lithium’s inclusion on the EU critical metals list
On 1 September, the EU revealed that it included lithium on its updated list of critical metals. Three days later, the European Commission announced the launch of a new industry alliance, with the aim of building a complete EU supply chain for raw materials like lithium which are considered critical for the region’s digital and […]
Who was the richest person to ever live?
Who comes to mind when asked to consider the richest person that ever lived? Perhaps Bill Gates? Muammar Gaddafi? Rockerfeller? Jeff Bezos? Would you believe that the wealthiest person to ever live comes from one of today’s poorest countries? Mali. Indeed the ruler of Mali, Mansa Musa, is credited with being the richest person in […]