In our Rare Earths Summit series, we have invited fund managers, analysts and industry insiders to give their views on rare earths, how to identify potential investment opportunities and what investors should be aware of.
Despite being in the midst of a commodities supercycle, global minerals exploration seems to be in a state of scarcity and inefficiency driven disarray. The fate of net zero ambitions now lies with the industry experts who have developed next...
In the lead up to this week’s The Insider: Meet the Fund Manager, David McNamee from Altor Alpha Fund sat down with Reach Markets to provide a bit of information about his investment strategy, industries of interest and view on...
Investors have been making the same mistake over the past six months, says Lowell Resources Fund’s John Forwood, whose comments echo those made recently by Merchant’s Andrew Chapman.
Last Wednesday at our weekly ‘Meet The CEOs’ briefing we were joined by Dr Chris Burns from Novonix Limited (ASX: NVX). Novonix is an integrated developer and supplier of high-performance materials, equipment and services for the global lithium-ion battery industry....
When Alessandro Volta invented the first battery in 1800, it was so simple it was crude; a stack of zinc and silver discs separated by a cloth soaked in brine. When he connected a wire to both ends of the...
At the inaugural Benchmark Minerals Summit 2019 in Washington DC, US Senator Lisa Murkowski reiterated what the entire world is slowly but surely catching wind on; the unprecedented expansion of the mineral resource trade.
With China and the United States having dominated the world’s electric vehicle headlines, their European counterparts are now rapidly joining the party and acknowledging the industry’s scale at a time when mass EV adoption is around the corner.
It’s a fundamental economic equation - When demand exceeds supply, prices go up. One of the biggest growth markets this generation will see is electric vehicle uptake as we witness a paradigm shift in the humble car.
When a new exploration company hits the ASX boards being led by industry graphite expert Phil Hearse, speculators would be safe to assume – something big is in the works.