Archives for Commodities - Page 14
I have posted regularly on lithium this year. It performed really well until around late July/early August. When I last posted in July, the 60 companies on my list had a combined market cap of $3.9B. Although there are other companies that have joined the space, I will stay with…
Gold is considered by many to be a strategic investment. Others say that it is a “barbaric relic” that has no place in an investment portfolio. In fact, until 1971 and the end of Bretton Woods, gold has been money for at least the last 5,000 years. Read about Bretton…
When I last posted on the sector in May I identified 51 companies in the lithium space with a combined market cap of $3.3 B. This month there are 60 companies with a combined market cap of $3.9B. That is, a 15% increase in the number of players over a month, and…
There are hundreds of copper minerals, many of which cannot be treated. It is important to know what copper minerals occur in a deposit before assigning value to the deposit. Even if the copper mineral/s in the deposit can be treated, the cost may be high and therefore potentially uneconomic.…
Cobalt and lithium are often referred to as “energy metals”. They are the primary constituents, along with graphite, of lithium ion batteries, the fastest growing segment of the battery market. There is a lot of hype in this space, however demand growth is strong and expected to continue. Graphite and lithium…
Wind turbines are the least loved of the “renewable” power generators. They completely destroy the aesthetics of their locale, they are noisy and very destructive of bird life. Many accept these issues on the basis that once they are up and running, they provide free electricity. Of course there is…