ELECTRIC VEHICLES

Whether you believe the antics of Elon Musk add to, or detract from, the investment appeal of the electric vehicle space, it’s hard to argue with the science that...

After the storm in Chinese equities last month many global growth portfolios took an uncharacteristic decline, including ours. However, we believe, as outlined in my...

For Formula E motorsport, the 2020-21 racing season was transformational. Seven years after electric single-seaters first raced, Formula E gained the elevated...

As iron ore prices sit at record highs of more than US$200 a tonne, the commodities supercycle is in full swing. While there are threats on the close horizon for iron...

The fight against climate change is characterised by two steps forward and one step back—yet the direction is inevitable, and as the world shifts from a...

Right here, right now - the biggest themes driving markets are electrification and decarbonisation – which are really two sides of the same coin. And with the global...

Lithium-ion battery demand will increase more than ten-fold over the decade to 2029, says Roskill Information Services. This will inevitably lift prices for the...

This also means the Australian miner's initial focus on cobalt is delivering shareholders a "free kick." And additionally, Firefly’s move to set manganese Firebird...

As the auto industry embarks on the biggest transition in its history, a global race to dominate electric vehicles is underway. There’s a high-flying first mover with...

Today’s macroeconomic settings are increasingly supportive of commodity prices, with the impact of enormous fiscal programs globally and the rising threat of inflation...