Insight - Earth Resource Investments

Views on the IEA Report: “Net-zero by 2050″

We believe the IEA report is a long-term idealistic roadmap which will put more pressure on the oil sector, but has no real implications for the near term. If the IEA’s net-zero scenario gets adopted by policy makers, it could actually curb investments in the oil sector even further and create more oil price volatility.

Offshore wind – A new driver for global copper demand

We believe it will become increasingly difficult to source enough copper in the current price environment and see significant risk associated with future global supply of copper.

Challenged Copper Supply

What might seem as a large copper inventory, hosted in global copper deposits, warrants a closer look.