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.
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.
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?
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.
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?
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.
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.
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.
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.
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.
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?
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.
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.
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
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.
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