The energy transition: a technical revolution and not a political manifesto
Why the energy turnaround and climate targets are driven too much by political ideology and too little by scientific facts.
Why the energy turnaround and climate targets are driven too much by political ideology and too little by scientific facts.
How is sustainability defined in the academic world? How does it tie in with mining and what does responsible mining look like?
The recent proposal by members of German coalition to reconsider fracking, as a potential solution to the coming gas crunch, re-ignited discussions about fracking in the country
A more sustainable world needs a different, electrified energy system. If you start thinking about that you end up with the conclusion that this new system needs a lot of different metals and materials that have to be mined. So, investors could profit from taking a deeper look into mining.
We closely monitor the cost evolution of the largest global gold producers since the year 2000 on a quarterly basis. These companies represent around 40% of overall global gold production.
The environment for silver could hardly be worse. The turnaround in interest rates and concerns about a recession are weighing heavily on the price of the precious metal and the prices of silver shares. At the same time, the long-term structural prospects are very good
First published at CAPinside 22.8.2022
China’s State Reserve Bureau (SRB) stockpiles copper, nickel, and cobalt stocks.
The similarities of copper and oil on the supply side are astonishing. Looking at the historical price development of these metals shows that not only the growth rate of copper demand has decoupled from that of oil but also the price increases for the two commodities.
The largest copper mine on the planet is battling with decreasing ore quality. This is a case study of how the largest mines on the globe need massive capital investments to keep copper production at a meaningful level.
While gold is considered a crisis metal, the price of the precious metal still declined recently. And according to Georges Lequime, gold expert at Earth Resource Investments AG, the outlook remains uncertain. Nevertheless, he sees potential in gold mining stocks
First published at CAPinside 19.7.2022