critical minerals

Latest news and analysis on critical minerals

Equities

Why propaganda is my favourite source of alpha

For many, this Cold War is their first rodeo in the propaganda arena. It is a crowd-pleaser, which astute investors can harness for alpha.
ABX
+7
Kingsley Jones
Jevons Global
Commodities

Watch the insiders - the biggest breadcrumbs lead to critical metals

Crazy deals or timely investments? A look at the sizzling M&A activity in the mining sector.
BHP
+1
James Cooper
Fat Tail Investment Research
Commodities

The graphite lesson… expect more critical metal shortages

Former geologist, James Cooper, warned investors ahead of China's shock announcement of export restrictions on graphite... So what's next?
James Cooper
Fat Tail Investment Research
Commodities

Which critical mineral will China ban next?

I previously warned Livewire readers that China was about to increase pressure on critical metal exports... It has now played its hand.
James Cooper
Fat Tail Investment Research
Equities

How to screw a promising industry

The Azure Minerals takeover by SQM looks to be perfect match in terms of prospect, capital, expertise and offtake. Why did I sell on market?
+2
Kingsley Jones
Jevons Global
Equities

Where do the separated rare earths produced by Lynas actually go?

An analysis of UN Comtrade data shows that the major destinations for finished product by value are China, Vietnam and Japan, in that order.
+2
Kingsley Jones
Jevons Global
Commodities

Gross Mineral Product (GMP) as a tool for sizing the global critical minerals economy

I went to a conference on critical minerals. I saw consultants. Oh dear, it is time to put some facts on the table with critical minerals.
BHP
RIO
Kingsley Jones
Jevons Global
Education

The crucial role played by smelters in the supply of critical minerals

Smelters are where you get critical minerals from. Smelters are ugly as sin. This is why investors in the space must market their benefits.
Kingsley Jones
Jevons Global
Commodities

An inconvenient truth…there’s not enough critical metals to reach net zero

Geologist James Cooper details why the supply of critical minerals will be the Achilles heel in reaching net zero.
+2
James Cooper
Fat Tail Investment Research
Equities

Why I like Fenix Resources (my reason might surprise you)

Fenix is a high-grade iron miner with projects far from the WA port of Geraldton. But it now fully owns a great logistics business.
AMN
BHP
+3
Kingsley Jones
Jevons Global
Commodities

Graphite troubles… Is now the time to buy?

Geologist, James Cooper looks at the beleaguered graphite market and suggests timing is ripe to jump into this long term investment.
James Cooper
Fat Tail Investment Research
Equities

Why you should pack a bag for Hoboken if you want Germanium

Hoboken New Jersey is the wrong stop for Germanium. You really want to go to the original Hoboken in Belgium to score a baggie of Germanium
Kingsley Jones
Jevons Global
Investment Theme

The hazards of groupthink in rare earths policy-making

We investigate the US critical minerals supply emergency, identified by President Donald J. Trump in his Executive Order (EO) on 30-Sep-20.
Kingsley Jones
Jevons Global
Commodities

Lack of critical metals set to derail the green energy transition

Based on current output we'll need almost 10,000 years’ worth of lithium production condensed into 20-30 years ... Achievable?
+3
James Cooper
Fat Tail Investment Research
Commodities

Car manufacturers in the fight for their life to secure raw materials

Former exploration geologist, turned mining analyst James Cooper outlines the problems facing the 'smooth' transition to renewables.
IGO
James Cooper
Fat Tail Investment Research
Asset Allocation

4 high conviction ideas for conservative investors

Big investment ideas, from megatrends to unique assets, aren't off your investment menu even if you're risk averse, say these experts.
CXO
+7
Sara Allen
Livewire Markets
Commodities

Structure your portfolio for a fierce bidding war among the major miners

Underinvestment in new projects signals a bidding war amongst the world's largest mining firms as they look to replace depleting reserves
BHP
RIO
James Cooper
Fat Tail Investment Research
Commodities

Europe’s failure to secure critical metal supplies: Two strategies to play it

Former exploration geologist, James Cooper, details how you can capatalise on Europes desperate need for alternative critical metal supplies
James Cooper
Fat Tail Investment Research
Commodities

Critically endangered metals

Former geologist James Cooper explains why a gap in new discovery presents enormous opportunity for explorers targeting critical metals
James Cooper
Fat Tail Investment Research
Investment Theme

Why I like the good Carbon (Graphite)

Lithium dominates discussion for battery metals. We like Syrah Resources, which produces the good Carbon called Graphite. It is not a metal.
AKE
IGO
+5
Kingsley Jones
Jevons Global
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