Investing for the age of scarcity A perfect storm of tight supply that spans minerals, oil, gas, food and water is approaching. James Cooper | August 16, 2023 | 1:11 pm
An inconvenient truth… there’s not enough critical metals to reach net zero Data from the US Geological Survey suggests global copper reserves will fall short by 80%, global nickel reserves by 90%, and cobalt by around 96%. James Cooper | August 8, 2023 | 10:25 am
Graphite troubles: Is now the time to buy? It seemed graphite — the anode material used in EV batteries — was set to follow in lithium’s wake having been ignored by investors throughout last year’s lithium-buying mania. James Cooper | July 18, 2023 | 12:08 pm
Time to call the Fed’s bluff and buy deflated gold stocks It’s been the catchcry for the gold bulls in 2023 — Nations in the east buying gold as a possible move away from the US dollar in international trade. James Cooper | July 13, 2023 | 1:37 pm