Copper
05/19/2021
Prior to 2005, few investors paid any attention to issues related to copper depletion. The reason was simple: the average reserve grade and head grade (that is, the quality of the ore being mined) of...
05/10/2019
“We have seen an extraordinary increase in global energy demand in 2018, growing at its fastest pace this decade.” Dr. Fatih Birol, Executive Director of the International Energy Agency (IEA) ...
04/24/2019
Advisors often expect “traditional” allocations, such as large cap equities or U.S. fixed income, to provide a fair amount of exposure to commodities. For example, a small cap equity manager may have...
04/18/2019
While many investors we speak with have dedicated allocations to natural resources, others believe the cyclicality of the asset class warrants a market timing approach. One opinion we’ve heard from...
04/10/2019
In the second edition of our “Yellow vests and electrical vehicles” theme (you can read the first edition here), we dive back into how the inferior energetics of electric vehicles (EVs) are leading...
04/04/2019
“There has never been an instance in the history of civilization where a new technology with inferior “energetics” has replaced an older technology with superior “energetics.” While in southern...
11/20/2018
Based on extremely favorable supply and demand trends, especially in India, copper continues to be our favorite metal.
10/04/2018
Copper equities have pulled back significantly in the last six months and we believe that many offer excellent risk-reward characteristics.
07/26/2016
Elon Musk’s April announcement that Tesla will manufacture a $35,000 electric vehicle prompted a huge amount of discussion in the investment community regarding the coming bull market in renewables...