(Bloomberg) — The world is headed for a severe shortage of copper crucial to the green-energy transition as new mines become increasingly difficult to build, according to the new head of Anglo American Plc. “I genuinely don’t see where all of this copper is going...
Continue reading » July 31, 2022 admin Commodities, Copper No Comment Report: “The Future of Copper”
Continue reading » July 25, 2022 admin Commodities No Comment Good read. – LINK
Continue reading » July 22, 2022 admin Commodities No Comment The transition to clean energy is an extremely important and noble cause but achieving future net-zero targets “will be very, very difficult.” That’s the message from Wil VanLoh, the Founder and CEO of Quantum Energy Partners, a private equity firm that’s been building energy companies...
Continue reading » July 19, 2022 admin Commodities No Comment Jason Burack of Wall St for Main St interviewed returning guest, thought leader and financial blogger and financial newsletter writer, Doomberg, about how the food and energy crisis is actually getting even worse in the EU and in emerging market countries like Sri Lanka.
Continue reading » July 17, 2022 admin Commodities No Comment (The opinions expressed here are those of the author, Andy Home, a columnist for Reuters.) London Metal Exchange (LME) stocks are rapidly dwindling. LME warehouses held just 696,109 tonnes of registered metal at the end of June, the lowest amount this century. Inventory halved over...
Continue reading » July 14, 2022 admin Commodities No Comment “Critical Minerals” list (Canada) 2022 – Source “Critical Raw Materials” list (Europe), 2020 – SOURCE “Critical Minerals” list (US), 2022 – Source The 2022 list of critical minerals includes the following — click a mineral’s name to find relevant statistics and...
Continue reading » July 9, 2022 admin Commodities No Comment Maybe the best video ever for a commodity hoarder like myself: Musings Like I have said for a while: Why would one want to buy artificial, man made scarcity (crypto) when there are numerous cases of real scarcity in real stuff that also is needed...
Continue reading » July 9, 2022 admin Commodities 2 Comments Experts are sounding the alarm about an “extreme” shortage on the horizon that could send prices skyrocketing for scores of essential products… CLICK HERE to read the article.
Continue reading » June 1, 2022 admin Commodities No Comment Commodities could surge by as much 40% — taking them far into record territory — should investors boost their allocation to raw materials at a time of rising inflation, according to JPMorgan Chase & Co. While allocations appear to be above historical averages on commodities,...
Continue reading » April 7, 2022 admin Commodities No Comment