Cobalt remains our most compelling commodity exposure on the measurable supply / demand dynamics out there. Cobalt should have very aggressive demand side growth in the years ahead; 50% plus of cobalt now goes into energy storage through lithium ion batteries. If you've got a lithium CAGR of 10% or... Show More
In my view, we're currently bouncing along the bottom of the mining cycle with good scope for upside over the medium term as a range of commodities are currently priced well into their respective cost curves, which is unsustainable. The recent pullback in the USD coupled with significantly improving Chinese... Show More
Great piece Sam. We share your view on Sino Gas and Energy - globally significant scale, compelling market dynamics and anticipated low cost profile.