Benchmark Bullish on Oz Lithium and Rare Earth Space
For those who missed the recent keynote presentation by Benchmark Mineral Intelligence at our Hidden Gems webinar, here are the salient points from it.
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US DOE Critical Materials Assessment 2023
The U.S. Department of Energy has issued a Request for Information in order to gather public input on the draft Critical Materials Assessment – Peter Milios looks at it in more depth.
Read MoreSodium Set to Make Assault on Lithium’s Battery Stronghold
The renewables sector both locally and globally is watching moves by BYD and its bigger Chinese rival CATL to start mass production of sodium-ion batteries.
Read MoreQuébec Setting the Pace for Electrification
Tal Lomnitzer from Janus Henderson Investors explains why Québec has all the right elements to supply the critical and strategic materials for electrification and decarbonisation.
Read MoreOz Given Inside Lane Pass on US IRA Expressway
Australia’s preferential role in America’s huge renewable spending boom has been cemented by the latest US Treasury and IRS rules governing green things like battery manufacturing and materials.
Read MoreRenewables Sector Eagerly Awaits IRA Breakdown
Next week sees the release of what will be the key drivers of the future for the world’s growing renewables sector, with special focus on details of the Biden Administration’s Inflation Reduction Act.
Read MoreNEV Data a Needed Turbo Boost for Renewables
Good news from China for producers of renewable metals, with a surge in sales of new energy vehicles in February that should allay lingering concerns caused by January’s soft start.
Read MoreMarkets Brace Themselves for Musk on the Mic
Can Elon Musk win back the confidence of the market at Tesla’s annual investor day on Wednesday, or will this be yet another instance of the mania mangling the message?
Read MoreThe Opportunities in Energy Transition
After the wild ride experienced by investors in 2022, Perpetual’s Anthony Aboud sees opportunities in high-quality companies which have traditionally been classified as growth stocks.
Read MoreChile: Supplying the metals for decarbonisation
A recent research trip suggests to Janus Henderson Portfolio Manager Tal Lomnitzer that limited supply to meet rising demand should continue to underpin copper and lithium markets.
Read More10 Critical Metals of Clean Energy
Global X looks forward and answers questions concerning the current supply and demand dynamics of clean metals as the world rapidly transitions towards a greener economy.
Read MoreTin’s Surging Price Gets Lost in the Rush
Tin is essential both to the manufacture of many electronic components and to the performance of the devices that contain them – yet, compared to other elements, it has been somewhat forgotten.
Read MoreAn Update on Green Hydrogen
4D Infrastructure revisits the growing excitement around hydrogen as a decarbonisation tool to see if the hype has died down or is progressing as a key element in the path towards net zero.
Read MoreRareX (ASX: REE) Developing a Top-3 Rare Earths Project in WA
RareX Limited Managing Director Jeremy Robinson discusses progress at the Cummins Range rare earths project and a potential resource upgrade.
Read MoreChile Trade Deal Set to Open Renewables Market for EU
BHP, Rio Tinto and South32 are among the companies that stand to benefit from a new deal between the EU and Chile that will free up trade in key renewable materials.
Read MoreIEA Sees the Dying Embers of Coal’s Reign
The International Energy Agency reckons coal has only two and a bit more years before it is overtaken by renewables as the world’s major source of electricity.
Read MoreTalk Aplenty but Little Action at the Critical Minerals Summit
The recent Critical Minerals Summit was aimed at answering questions about how Australia will help accelerate the energy transition – but what did it actually achieve?
Read MoreForrest’s Squadron Swoops on CWP Renewables
Andrew “Twiggy” Forrest has made his biggest renewables play with a multi-billion-dollar deal that will see his Squadron Energy subsidiary buying CWP Renewables.
Read MoreWhere on Green Earth Do We Store All This Wind and Solar Power?
In a global energy transition characterised thus far by imperfect solutions and uneven progress, the market for one critical piece of the puzzle is about to blow up.
Read MoreRio Spending Big to Cut Out the Carbs
Rio Tinto will spend upwards of $A900m expanding existing plans for cutting carbon emissions from its Pilbara iron ore operations as part of an $A11.5bn global program.
Read MoreThe Alternative to Lithium
Altech Chemicals Limited CFO Martin Stein discusses the recent joint venture with Fraunhofer IKTS and the CERENERGY solid state sodium alumina battery.
Read MoreCOP27: A temperature check on progress
As COP27 begins, Stephanie Maier, GAM’s Global Head of Sustainable and Impact Investment, shares her thoughts on what to expect from the crucial climate talks.
Read MoreBritishvolt Collapse a Potential Shock to the System
A cautionary note for the lithium and renewables sectors from Britain where the country’s much-heralded ambitions to be part of the transition could be on the rocks.
Read MoreGreen Metals: The key to unlocking clean energy
Companies that specialise in producing elements such as copper, lithium, aluminium, nickel, zinc and rare earths are strongly positioned to benefit from the energy transition.
Read MoreThe Renewable Paradox: Materials
Paradoxically, the materials at the forefront of the shift to clean, renewable energy have been associated with some serious threats to the ecosystems and humanity worldwide.
Read MoreSOP v Lithium: Similarities, Differences, Synergies
Lithium and Sulphate of Potash are two key elements in the transition to renewable energy – but what are their similarities, their differences, their synergies?
Read MoreBiden Renewables Grant a Handy Windfall for Locals
The stead of Australian companies in the global renewables business has been confirmed by the $US2.8 billion in grants from the Biden administration announced yesterday.
Read MoreRareX: Phosphate and Rare Earths – it’s Time to Duel!
Corporate Connect Research has initiated coverage on RareX (ASX: REE) with a report released today that places a price target of A$0.12 on the company – risked at 25%.
Read MoreA Leisurely Drive Around the EV Space
A typically frenetic week just past in the lithium and EV space with a whole host of news from around the globe, which we have gathered here for you in one handy piece.
Read MoreThe Shadier Aspects of Solar Panels
Solar panels will be integral to the renewable energy transition, and yet recent reports have found that their manufacture violates significant human rights issues in China.
Read MoreRio Tinto Digging Deeper into Canada
Rio Tinto and the Canadian government have announced a $C737 million investment plan to not only upgrade its production of titanium and scandium, but also to cut carbon emissions.
Read MoreOz Miners Still All the Rage with EV Makers
GM has joined Ford, Toyota and Tesla in striking deals with Australian producers of key renewable metals, announcing a strategic investment in Queensland Pacific Metals.
Read MoreA Primer on Critical Minerals & Rare Earths
Critical minerals and rare earth elements will have a profound impact as key ingredients in the movement toward renewable energy – but what exactly are they?
Read MoreGreen for Go Across the Lithium Universe
The revisions to previous forecasts in the September Resources and Energy Quarterly this week from the Federal Department of Industry tell the story about the gathering boom in lithium.
Read MoreSunrise on Green Steel
Janus Henderson Portfolio Manager Tal Lomnitzer shares his excitement at having seen how green steel is produced on a recent trip to the HYBRIT project in Lulea, Sweden.
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